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1. 
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
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
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2. 
Cover image for Your client's story : know your clients and the rest will follow
Your client's story : know your clients and the rest will follow
by 
West, Scott, 1959-
Table of contents http://www.loc.gov/catdir/toc/ecip058/2005004959.html
Publisher description http://www.loc.gov/catdir/enhancements/fy0708/2005004959-d.html
Format: 
Books
Publication Date 
2005
Excerpt: 
Financial planners.
Available: Copies:
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