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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LEADER	00000n a2200000 a 4501
001	wils-470684
020	#	#	\|a 1118027647 (cloth)
020	#	#	\|a 9781118027646 (cloth)
040	#	#	\|a DLC \|d ITMB
090	0	0	\|a HG179.5 \|b .L48 2012
100	1	#	\|a Levin, Ross
245	1	0	\|a Implementing the wealth management index \|b tools to build your practice and measure client success \|c Ross Levin
260	#	#	\|a Hoboken, N.J. \|b Bloomberg Press \|c 2012
300	#	#	\|a xiii, 266 p. \|b ill. \|c 24 cm
490	1	#	\|a [Financial series]
500	#	#	\|a 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
504	#	#	\|a Includes bibliographical references and index
650	#	0	\|a Financial services industry \|z United States
650	#	0	\|a Financial planners \|z United States
700	1	#	\|a Levin, Ross. \|t Wealth management index
830	#	1	\|a Bloomberg financial series
856	4	0	\|z Click Here to View Status and Holdings. \|u https://opac.uitm.edu.my/opac/detailsPage/detailsHome.jsp?tid=470684
964	#	#	\|c BOK \|d BM
998	#	#	\|a 00260##a002.8.2\|\|00260##b002.8.4\|\|00260##c002.7.6\|\|00300##a003.4.1\|\|00300##b003.6.1\|\|00300##c003.5.1\|\|00500##a002.17.2\|\|