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...

Full description

Bibliographic Details
Call Number:Libro Electrónico
Main Author: Levin, Ross
Format: Electronic eBook
Language:Inglés
Published: Hoboken, N.J. : Bloomberg Press, ©2012.
Series:Bloomberg financial series.
Subjects:
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.
Online Access:Texto completo (Requiere registro previo con correo institucional)

Internet

Texto completo (Requiere registro previo con correo institucional)

Items no disponibles

Holdings details from

Similar Items