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 market From 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 vo...
| Autor principal: | |
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| Formato: | Libro electrónico |
| Idioma: | Inglés |
| Publicado: |
Hoboken, NJ :
J. Wiley and Sons
c2012.
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| Edición: | 1st edition |
| Colección: | Bloomberg Financial
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| Materias: | |
| Ver en Biblioteca Universitat Ramon Llull: | https://discovery.url.edu/permalink/34CSUC_URL/1im36ta/alma991009627984306719 |
