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The efficient practice : transform and optimize your financial advisory practice for greater profits /

An essential guide to tools and techniques for achieving efficiency, productivity, and profitability in financial advisory firms As a profession, financial advisors have been very well educated on how to be a financial advisor, but the industry does a poor job of preparing financial advisors to be g...

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Detalles Bibliográficos
Clasificación:Libro Electrónico
Autor principal: Lawrence, David L.
Formato: Electrónico eBook
Idioma:Inglés
Publicado: Hoboken, New Jersey : John Wiley & Sons, Inc., 2014.
Temas:
Acceso en línea:Texto completo (Requiere registro previo con correo institucional)