Rattiner’s Secrets of Financial Planning: From Running Your Practice to Optimizing Your Client's Experience
Financial planning involves everything from determining the client's financial position, cash flow, and investment strategies, to income tax planning, risk management, insurance, and retirement and estate planning. Financial planners and advisors are responsible for recommendations and decision...
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| Formato: | Grabación musical |
| Idioma: | Inglés |
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Findaway World
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| Ver en Biblioteca Universitat Ramon Llull: | https://discovery.url.edu/permalink/34CSUC_URL/1im36ta/alma991009657360706719 |
