Book description
Protect your clients - and yourself - from all kinds of financial
chicanery and stupidity with this vital new book
It doesn't matter if a financial error was made because of malice or
ignorance - the end result is that you lose money. Luckily, you don't
have to sit idly and take it. If you have Protecting Clients
from Fraud, Incompetence and Scams, you can identify and avoid
the dysfunctional sectors of the financial industry, steer clear of
the fallout from the Madoff Era, and guide your clients to real,
healthy, sustainable returns. This powerful book
- Pinpoints dysfunctional sectors within the financial industry
and offers advice against frauds and scammers
- Shows how a team approach to asset management can ward off
financial predators
- Offers practical strategies and tools to combat client risk for
Risk and Asset Management
Offering insightful information to protect your clients from all
sorts of frauds and incompetence, this essential guide equips you with
tips and techniques to spot the red flags of fraud and prevent it
before it starts.
LANCE WALLACH, CLU, CHFC, is a leading speaker on
accounting and taxation topics and the author of numerous AICPA CPE
exam publications. In addition to developing CPE courses, he is also a
member of the AICPA faculty of teaching professionals, and has been
featured in the Wall Street Journal, the New York Times,
Bloomberg Financial News, NBC, National Public Radio's All Things
Considered, and other radio talk shows. Mr. Wallach is listed in
Who's Who in Finance and Business.
