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Overview
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 spreasheets and forecasting. The Financial Advisor's Analytical Toolbox is an incredible addition to your professional library.Editorials
Booknews
Provides effective analytical techniques for financial advisors, to ensure client satisfaction and confidence. Focuses on practical, PC- based analytical tools intended for real world problem solving. Protects advisors from the possibility of faulty analysis, while improving efficiency. Covers everything from fuzzy numbers to spreadsheets and forecasting, including chapters on decision analysis, simulation, and modeling tools. Annotation c. by Book News, Inc., Portland, Or.Book Details
Published
February 1, 1997
Publisher
McGraw-Hill School Education Group
Pages
336
Format
Hardcover, 1997
ISBN
9780786310524