The 2012 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 2012 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!
General Information
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Tax Information
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Mortgage Information
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Investment Information
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Interest and Annuity Rate Tables
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