Financial planners.
Overview
Works: | 7 works in 6 publications in 6 languages |
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Titles
Succession planning for financial advisors[electronic resource] :building an enduring business /
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(Electronic resources)
The ensemble practice[electronic resource] :a team-based approach to building a superior wealth management firm /
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(Electronic resources)
The family office book[electronic resource] :investing capital for the ultra-affluent /
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(Electronic resources)
The supernova multiplier :7 strategies for financial advisors to grow their practices /
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(Language materials, printed)
Subjects