Brunel Jean L. P. Cfa
Brunel Jean L. P. Cfa - Goals - Based Wealth Management An Integrated And Practical Approach To Changing The Structure Of Wealth Advisory Practices - Hardcover
Brunel Jean L. P. Cfa - Goals - Based Wealth Management An Integrated And Practical Approach To Changing The Structure Of Wealth Advisory Practices - Hardcover
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Binding: Hardcover
Description: Take a more active role in strategic asset allocation Goals - Based Wealth Management is a manual for protecting and growing client wealth in a way that changes both the services and profitability of the firm.
Title: Goals - Based Wealth Management An Integrated And Practical Approach To Changing The Structure Of Wealth Advisory Practices
Author(s): Brunel Jean L. P. Cfa
Publisher: John Wiley & Sons Inc
Barcode: 9781118995907
Pages: 272 Pages
Publication Date: 3/23/2015
Series: Wiley Finance
Category: Finance
Description: Take a more active role in strategic asset allocation Goals - Based Wealth Management is a manual for protecting and growing client wealth in a way that changes both the services and profitability of the firm.
Title: Goals - Based Wealth Management An Integrated And Practical Approach To Changing The Structure Of Wealth Advisory Practices
Author(s): Brunel Jean L. P. Cfa
Publisher: John Wiley & Sons Inc
Barcode: 9781118995907
Pages: 272 Pages
Publication Date: 3/23/2015
Series: Wiley Finance
Category: Finance
