Financial planners.
Overview
| Works: | 7 works in 5 publications in 5 languages | |
|---|---|---|
Titles
The million-dollar financial services practice = a proven system for becoming a top producer /
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Succession planning for financial advisors = building an enduring business /
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The ensemble practice = a team-based approach to building a superior wealth management firm /
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The family office book = investing capital for the ultra-affluent /
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Rattiner's secrets of financial planning = from running your practice to optimizing your client's experience /
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