Changing Faces - America's Wealth Advisors: The Playbook They Need To Grow and Thrive! [Paperback]

James M. Robinson (Author)

Book Description

Publication Date: March 28, 2007

Changing Faces – America’s Wealth Advisors The Place for Aspiring and Young Financial Services Professionals i.e. “Young” In Business”

Editorial Reviews

About the Author

About The Author: James M. Robinson: RHU, CLU, ChFC, CFP and MSFS Financial Services Professional for over 20 years James Robinson writes from the nation’s capital in Washington D.C. Jim lives in the Northern Virginia area. Take I-66 west from the I-495 Washington D.C. Beltway. Go west on I-66 to Jim’s place in Fairfax or keep going to the Shenandoah National Park and the Blue Ridge mountain range. Jim works for one of the world’s largest financial services companies. This global financial services company offers a variety of products and services, including life insurance, mutual funds, annuities, pensions, retirement services, asset management, securities brokerage, banking and trust services, real estate brokerage franchises and relocation services. Jim currently contributes to the management group as Manager of Agency Training for one the largest territorial agency serving Maryland, Virginia and Washington D.C Territory. Jim supervises the licensing, training and coaching processes for new and experienced Financial Services Professionals. Jim creates and manages a diverse multi-cultural learning environment in the agency’s offices at Baltimore Maryland, Bethesda Maryland, Tysons Corner Virginia, Richmond Virginia and Norfolk and Chesapeake Virginia. On any given day, Jim’s manages the Federal securities licensing processes including the Registered Investment Advisor (RIA) Securities licensing process. Jim’s manages the Life and Health licensing process as well. All licensing activities are done in a multicultural and richly diverse environment. Jim also serves as a recruiter for Financial Services Professionals. Jim has a Bachelor Degree in Economics/Marketing from DePaul University as well as a Masters of Science In Financial Services from The American College. Jim is also credentialed. He holds the Registered Life Underwriter-RHU, Charter Life Underwriter-CLU, Chartered Financial Consultant-ChFC, and Certified Financial Planner-CFP.

Product Details

• Paperback: 278 pages
• Publisher: BookSurge Publishing (March 28, 2007)
• Language: English
• ISBN-10: 1419663968
• ISBN-13: 978-1419663963
• Product Dimensions: 10 x 7.5 x 0.6 inches
• Shipping Weight: 1.4 pounds (View shipping rates and policies)
• Amazon Best Sellers Rank: #8,844,278 in Books (See Top 100 in Books)