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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
Available: Copies:
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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