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...
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| Format: | EBOOK |
| Language: | ENGLISH |
| Published: |
Bloomberg Press
2012
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| Series: | [Financial series] |
| Subjects: |