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8 records (0.028s)· Page 1 of 1 • 1

1.

Global perspectives on investment ma...

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(1998 :)
- Global perspectives on investment management :learning from the leaders /
- by: (1998 :); Sullivan, Rodney N.
- Language materials, printed : Monograph/item
- Publisher: CFA Institute,
- Place of Publication: Charlottesville, VA :
- Year of Publication: 2006
- ISBN: 1932495525; 1932495649; 9781932495522; 9781932495645
- Availability: 1 Copie(s) available | 1 Copie(s) available for loan
- based on 0 review(s)
2.

Rattiner's secrets of financial plan...

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Rattiner, Jeffrey H., (1960-)
- Rattiner's secrets of financial planningfrom running your practice to optimizing your client's experience /
- by: Rattiner, Jeffrey H., (1960-)
- Electronic resources : Monograph/item
- Publisher: John Wiley & Sons,
- Place of Publication: Hoboken, NJ :
- Year of Publication: 2021
- ISBN: 9781119594260; 9781119594291; 9781119594314
- Availability: 1 Copie(s) available | 1 Copie(s) available for loan
- based on 0 review(s)
3.

Succession planning for financial ad...

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Grau, David.
- Succession planning for financial advisorsbuilding an enduring business /
- by: Grau, David.
- Electronic resources : Monograph/item
- Language: 英文
- Publisher: John Wiley & Sons,
- Place of Publication: Hoboken, NJ :
- Year of Publication: 2014
- ISBN: 111886641X; 1118866428; 1118866525; 9781118866412; 9781118866429; 9781118866528
- Availability: 1 Copie(s) available | 1 Copie(s) available for loan
- based on 0 review(s)
4.

The Market for Retirement Financial ...

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Mitchell, Olivia S.
- The Market for Retirement Financial Advice
- by: Mitchell, Olivia S.; Smetters, Kent A.
- Electronic resources : Monograph/item
- Language: 英文
- Publisher: Oxford University Press,
- Place of Publication: Oxford :
- Year of Publication: 2013
- ISBN: 9780191763359; 9780199683772
- Availability: 1 Copie(s) available | 1 Copie(s) available for loan
- based on 0 review(s)
5.

The million-dollar financial service...

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Mullen, David J.
- The million-dollar financial services practicea proven system for becoming a top producer /
- by: Mullen, David J.; MyiLibrary.
- Electronic resources : Monograph/item
- Publisher: AMACOM,
- Place of Publication: New York :
- Year of Publication: 2008
- ISBN: 9786611128203
- Availability: 1 Copie(s) available | 1 Copie(s) available for loan
- based on 0 review(s)
6.

The ensemble practicea team-based ap...

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Palaveev, Philip, (1973-)
- The ensemble practicea team-based approach to building a superior wealth management firm /
- by: Palaveev, Philip, (1973-)
- Electronic resources : Monograph/item
- Language: 英文
- Publisher: John Wiley & Sons,
- Place of Publication: Hoboken, NJ :
- Year of Publication: 2013
- ISBN: 1118228693; 1118231384; 1118265998; 1118531914; 9781118228692; 9781118231388; 9781118265994; 9781118531914
- Availability: 1 Copie(s) available | 1 Copie(s) available for loan
- based on 0 review(s)
7.

Financial counseling

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Durband, Dorothy B.
- Financial counseling
- by: Durband, Dorothy B.; Law, Ryan H.; Mazzolini, Angela K.; SpringerLink (Online service)
- Electronic resources : Monograph/item
- Language: 英文
- Publisher: Imprint: Springer,; Springer International Publishing :
- Place of Publication: Cham :
- Year of Publication: 2019
- ISBN: 9783319725857; 9783319725864
- Availability: 1 Copie(s) available | 1 Copie(s) available for loan
- based on 0 review(s)
8.

The family office bookinvesting capi...

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Wilson, Richard C.
- The family office bookinvesting capital for the ultra-affluent /
- by: Wilson, Richard C.
- Electronic resources : Monograph/item
- Language: 英文
- Publisher: John Wiley & Sons,
- Place of Publication: Hoboken, NJ :
- Year of Publication: 2012
- ISBN: 1119203228; 9781119203223
- Availability: 1 Copie(s) available | 1 Copie(s) available for loan
- based on 0 review(s)

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