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1. 
Cover image for Business management for financial planners : a guide to creating a sustainable service-based financial planning business
Business management for financial planners : a guide to creating a sustainable service-based financial planning business
Business management for financial planners : a guide to creating a sustainable service-based financial planning business
by 
Rossini, Lee.
Format: 
Books
Publication Date 
2010
Excerpt: 
Business management for financial planners : a guide to creating a sustainable service-based
Available: Copies:
2. 
Cover image for Building a high-end financial services practice : proven techniques for planners, wealth managers, and other advisers
Building a high-end financial services practice : proven techniques for planners, wealth managers, and other advisers
Building a high-end financial services practice : proven techniques for planners, wealth managers, and other advisers
by 
Oberlin, Cliff, 1956-
Table of contents http://www.loc.gov/catdir/toc/ecip0411/2003025544.html
Format: 
Books
Publication Date 
2004
Excerpt: 
Building a high-end financial services practice : proven techniques for planners, wealth managers
Available: Copies:
3. 
Cover image for Private wealth management : the complete reference for the personal financial planner
Private wealth management : the complete reference for the personal financial planner
Private wealth management : the complete reference for the personal financial planner
by 
Hallman, G. Victor.
Format: 
Books
Publication Date 
2009
Excerpt: 
Private wealth management : the complete reference for the personal financial planner / Hallman, G
Available: Copies:
4. 
Cover image for Return on learning : training for high performance at Accenture
Return on learning : training for high performance at Accenture
by 
Vanthournout, Donald.
Table of contents http://www.loc.gov/catdir/toc/ecip065/2005037141.html
Format: 
Books
Publication Date 
2006
Excerpt: 
Financial planners -- United States.
Available: Copies:
7. 
Cover image for Financial services direct marketing : tactics, techniques and strategies
Financial services direct marketing : tactics, techniques and strategies
Financial services direct marketing : tactics, techniques and strategies
by 
Rosenfield, James R.
Table of contents http://www.gbv.de/dms/hbz/toc/ht003951842.PDF
Format: 
Books
Publication Date 
1991
Excerpt: 
Financial planners -- Marketing.
Available: Copies:
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