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...
Autor principal: | |
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Formato: | Libro electrónico |
Idioma: | Inglés |
Publicado: |
Hoboken, New Jersey :
Wiley
2014.
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Edición: | 1st edition |
Colección: | Wiley finance series
Wiley Finance |
Materias: | |
Ver en Biblioteca Universitat Ramon Llull: | https://discovery.url.edu/permalink/34CSUC_URL/1im36ta/alma991009628656306719 |