A FINANCIAL ADVISOR'S GUIDE TO A PERSONAL AND FLEXIBLE MONEY MANAGEMENT APPROACH FOR HIGH NET WORTH CLIENTSTwenty years ago separate account management programs (SAMs) were reserved for the sophisticated advisor who only served the very wealthy. Today, SAM programs have become available to most advisors and several layers of the affluent. If you intend to work with affluent clients that demand personal and flexible service, you must have a complete understanding of this approach to money management-and J.K. Lasser Pro Separate Account Management is the perfect guide.

金融顾问为高净值客户提供的个人灵活理财方法指南20年前，为那些只为非常富有的人服务的老练顾问保留了单独的账户管理计划（SAM）。如今，SAM计划已经为大多数顾问和几层富人提供。如果您打算与需要个性化和灵活服务的富裕客户合作，您必须完全了解这种资金管理方法，J.K.Lasser Pro独立账户管理是最佳指南。