Description
As a financial advisor, analyzing a client's situation and making recommendations based on the analysis is critical. To do this, you must have a collection of effective analytical tools you can use to maximize your worth. The Financial Advisor's Analytical Toolbox: Using Technology to Optimize Client Solutions provides the tools and techniques that will keep your clients coming back and move your practice into the technological world.
Focusing on practical PC-based analytical tools, Ed McCarthy's text is for the financial advisor who deals with real world problems. Covering everything from fuzzy numbers and optimization to spreadsheets and forecasting. The Financial Advisor's Analytical Toolbox is an incredible addition to your professional library.
The Financial Advisor's Analytical Toolbox will help improve your analytical skills and add value to the services you provide. Honing your analytical abilities will ensure your survival in today's competitive environment by:
◆ Protecting you from the possibility of faulty analysis.
◆ Enhancing client satisfaction, thereby leading you to more referrals.
◆ Improving your efficiency-the quality and quantity of work you do for clients.
◆ Expanding your business activities into new areas.
Combining the latest technology with tried and true analytical techniques, The Financial Advisor's Analytical Toolbox will help you optimize client recommendations.
ISBN:9780786310524
