Rattiner's secrets of financial planning : from running your practice to optimizing your client's experience /

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"Financial planning is a process that leads to recommendations and decisions that help people achieve their financial goals. Planning applies to determining the client's financial position and cash flow, income tax planning, risk management, insurance, retirement planning, investment plann...

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Détails bibliographiques
Cote:Libro Electrónico
Auteur principal: Rattiner, Jeffrey H., 1960- (Auteur)
Format: Électronique eBook
Langue:Inglés
Publié: Hoboken, New Jersey : John Wiley & Sons, Inc., [2021]
Sujets:
Financial planners.
Investment advisors.
Investments > Planning.
Finance, Personal.
Planificateurs financiers.
Conseillers en placements.
Investissements > Planification.
investment counsels.
Finance, Personal
Financial planners
Investment advisors
Investments > Planning
Accès en ligne:Texto completo (Requiere registro previo con correo institucional)
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Rattiner's Secrets of Financial Planning From Running Your Practice to Optimizing Your Client's Experience.
par Rattiner, Jeffrey H.
Publié 2020
Texto completo
Électronique eBook
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