Relationship Alpha: The Emerging Competitive Advantage in Wealth Management PDF
By:Charlotte B. Beyer
Published on 2019-04-04 by CFA Institute Research Foundation
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.
This Book was ranked at 32 by Google Books for keyword Finance Wealth Management Business Money.
Book ID of Relationship Alpha: The Emerging Competitive Advantage in Wealth Management's Books is chSTDwAAQBAJ, Book which was written byCharlotte B. Beyerhave ETAG "ZG/UT/ywy70"
Book which was published by CFA Institute Research Foundation since 2019-04-04 have ISBNs, ISBN 13 Code is 9781944960681 and ISBN 10 Code is 1944960686
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Book which have "36 Pages" is Printed at BOOK under CategoryBusiness and Economics
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