Investment advisor-client relationships.
Overview
Works: | 3 works in 2 publications in 2 languages |
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Titles
Personal benchmark[electronic resource] :integrating behavioral finance and investment management /
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(Electronic resources)
Working with the emotional investor[electronic resource] :financial psychology for wealth managers /
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(Language materials, printed)
The supernova multiplier :7 strategies for financial advisors to grow their practices /
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(Language materials, printed)