Implementing the wealth management index : tools to build your practice and measure client success / Ross Levin
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| | | | 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 Status | Add Id | Location | SMD | Item Category | 925406 | Shelf | | PTAR KAMPUS PUNCAK ALAM(PPA) | BOOK | RAK TERBUKA (OPEN SHELVES) |
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