Implementing the wealth management index tools to build your practice and measure client success

Implementing the wealth management index tools to build your practice and measure client success

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Bibliographic Details
Main Author: Levin, Ross
Format: Unknown
Published: Hoboken, N.J. Bloomberg Press 2012
Series:Bloomberg financial series
Subjects:
Financial services industry > United States
Financial planners > United States
Online Access:Click Here to View Status and Holdings.
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Description
Item Description:The first edition of this book was titled The Wealth Management Index : The Financial Advisor's System for Assessing & Managing Your Client's Plans & Goal.. Published by McGraw-Hill, Inc. 1996
Physical Description:xiii, 266 p. ill. 24 cm
Bibliography:Includes bibliographical references and index
ISBN:1118027647 (cloth)
9781118027646 (cloth)

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