J.K. Lasser Pro Separate Account Management (PDF)

A FINANCIAL ADVISOR'S GUIDE TO A PERSONAL AND FLEXIBLE MONEYMANAGEMENT APPROACH FOR HIGH NET WORTH CLIENTS

Twenty years ago separate account management programs (SAMs) werereserved for the sophisticated advisor who only served the verywealthy. Today, SAM programs have become available to most advisorsand several layers of the affluent. If you intend to work withaffluent clients that demand personal and flexible service, youmust have a complete understanding of this approach to moneymanagement-and J.K. Lasser Pro Separate Account Management is theperfect guide.

Filled with in-depth insights and expert advice, J.K. Lasser ProSeparate Account Management will introduce you to the nuances ofseparate account management as well as show you how to use thisinvestment vehicle to build your business and help your clientsreach their financial goals.

This invaluable resource will:
* Take the mystery out of providing professional asset managementservices to a broad cross section of your clients
* Educate you about the opportunities and advantages of usingseparately managed accounts
* Provide you with information about how separately managedaccounts work as well as who should be in them
* Illustrate how you can employ separately managed accounts in yourfinancial advisory practice
* Learn how to convert from commission to fees
* And much more

Filled with practical guidance and vital information, J.K. LasserPro Separate Account Management is a valuable road map forfinancial professionals looking to master this unique approach tomanaging money.