Relationship Alpha The Emerging Competitive Advantage in Wealth Management is popular PDF and ePub book, written by Charlotte B. Beyer in 2019-04-04, it is a fantastic choice for those who relish reading online the Business & Economics genre. Let's immerse ourselves in this engaging Business & Economics book by exploring the summary and details provided below. Remember, Relationship Alpha The Emerging Competitive Advantage in Wealth Management can be Read Online from any device for your convenience.
Relationship Alpha The Emerging Competitive Advantage in Wealth Management Book PDF Summary
Adapted from Charlotte Beyer’s 2017 book, Wealth Management Unwrapped, Revised and Expanded, comes a new term—relationship alpha (α), a competitive advantage for firms serving private clients and more predictive and longer lasting than traditional measures like alpha or beta. While Beyer’s book is addressed to investors, the Appendix (reprinted here) is addressed to advisors. Each of the “10 Principles of Principal” Beyer presents for investors has a corollary that a firm can apply to its management processes, culture, marketing methods, and client service protocols. Expanding on these 10 best practices, the author explains how relationship a can be securely and successfully embedded into a firm’s everyday activities, earning the trust and loyalty of private clients.
Detail Book of Relationship Alpha The Emerging Competitive Advantage in Wealth Management PDF
- Author : Charlotte B. Beyer
- Release : 04 April 2019
- Publisher : CFA Institute Research Foundation
- ISBN : 9781944960681
- Genre : Business & Economics
- Total Page : 68 pages
- Language : English
- PDF File Size : 7,8 Mb
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