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Implementing the wealth management index : tools to build your practice and measure client success / Ross Levin

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    HG179.5
    .L48 2012
     
    925406 (Shelf),BOK
    Levin, Ross

         Implementing the wealth management index : tools to build your practice and measure client success. - Hoboken, N.J. , 2012.

         xiii, 266 p. : ill. ; 24 cm [Financial series]
         The first edition of this book was titled The Wealth Management Index : The Financial Advisor's System for Assessing & Managing Your Client's Plans & Goal.. Published by McGraw-Hill, Inc. 1996.

         ISBN 1118027647 (cloth)
         .-ISBN 9781118027646 (cloth).
         
         1. Financial services industry - United States 2. Financial planners - United States.I. Levin, Ross. II. Title III. Series
         Library : UiTM Shah Alam; UITM Terengganu
    Accn No.Item StatusAdd IdLocationSMDItem Category
    925406ShelfPTAR KAMPUS PUNCAK ALAM(PPA)BOOKRAK TERBUKA (OPEN SHELVES)

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