Implementing the wealth management index : tools to build your practice and measure client success /

"The gold standard for measuring financial progress, updated for today's marketFrom Ross Levin, a trusted financial planner, comes Implementing the Wealth Management Index. The new edition of the book Investment Advisor called a "landmark opus," this revised and updated volume ex...

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Detalles Bibliográficos
Clasificación:Libro Electrónico
Autor principal: Levin, Ross
Formato: Electrónico eBook
Idioma:Inglés
Publicado: Hoboken, N.J. : Bloomberg Press, ©2012.
Colección:Bloomberg financial series.
Temas:
Financial planners > United States.
Financial services industry > United States.
Planificateurs financiers > États-Unis.
Services financiers > États-Unis.
BUSINESS & ECONOMICS > Investments & Securities.
BUSINESS & ECONOMICS > Investments & Securities > General.
Financial planners.
Financial services industry.
United States.
Acceso en línea:Texto completo (Requiere registro previo con correo institucional)

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