The 2009 Financial Professional’s Diary & Guide is designed to complement
today’s technology and help you keep track of your day-to-day activities.
This valuable organizational tool offers you power and control over the hours
in the day while providing you with important information relating to the financial
industry. Features include:
- Perfect size (6 ¾” x 9 ½”) for
easy use and readability
- Elegant, hard bound, leather-grain
cover embossed with your name at no extra charge
- Daily appointment
calendar with room for notes and reminders
- Completely updated
reference section with financial and banking charts, tables,
formulas and data
- Convenient information section with contact
names, numbers, and Web site addresses for industry associations,
service
providers, hotels, event planners, and more
The
2009 Financial Professional’s Diary & Guide is more
than just a day planner. It provides:
- A quick scheduling reference that can be used while
on the phone
- Investment information, rate tables and stock
indices – conveniently
in one place
- A permanent record that can be easily stored
for future reference
- A stylish personalized gift for clients,
employees and colleagues
With its professional look and contemporary style, this highly
useful organizational tool serves as a reference guide for
important industry information. Its small size makes it ideal
for traveling and provides a
user-friendly alternative to your
pocket device.
Great gift for clients and colleagues!
This unique daily planner makes the perfect gift for clients,
colleagues, and employees. Each copy comes personalized with
first and last name embossed in gold.
Stand out in front of your clients, all year long!
FREE BONUS
- Company logo embossed in gold – FREE with purchase of
500 copies or more
- Customized insertions – such as a letter from the CEO – FREE
with 250 copies or more
For information on quantity discounts and customization
options, please call (212) 803-8228.
Reference charts and guides all in one
place!
- Associations of Interest to Financial Professionals
- Standard U.S. Time Zones
- Postage Rates
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- Choosing and Refinancing a Mortgage
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- Effective Yields on Loans
- Stock Market Indices
- Stock Prices Indices
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Interest and Annuity Rate Tables
- Money Markets Accounts
- Annual Compound Interest
Annuity
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