IIE Logo

IIE
Switch to list view
Switch to thumbnail view
Select an Action
6 Results Found Subscribe to search results
000000IIE
Print
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
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
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
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:
5. 
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:
6. 
Cover image for Making the client connection : maximizing the power of your personality, presentations, and presence
Making the client connection : maximizing the power of your personality, presentations, and presence
by 
DeMoss, Gary.
Table of contents http://www.loc.gov/catdir/toc/ecip0411/2003024692.html
Format: 
Books
Publication Date 
2004
Excerpt: 
Financial planners -- Marketing.
Available: Copies: