Financial planners.
Overview
| Works: | 8 works in 5 publications in 5 languages | |
|---|---|---|
Titles
The million-dollar financial services practicea proven system for becoming a top producer /
by:
(Electronic resources)
Global perspectives on investment management :learning from the leaders /
by:
(Language materials, printed)
Succession planning for financial advisorsbuilding an enduring business /
by:
(Electronic resources)
The ensemble practicea team-based approach to building a superior wealth management firm /
by:
(Electronic resources)
Rattiner's secrets of financial planningfrom running your practice to optimizing your client's experience /
by:
(Electronic resources)
Subjects