Investment advisors.
Overview
| Works: | 15 works in 13 publications in 13 languages | |
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Titles
Rattiner's secrets of financial planning = from running your practice to optimizing your client's experience /
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Best Practices for Equity Research Analysts = Essentials for Buy-Side and Sell-Side Analysts
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The million-dollar financial services practice = a proven system for becoming a top producer /
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The handbook of professionally managed assets = a definitive guide to profiting from pooled investments /
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The essential advisor : = building value in the investor-advisor relationship /
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Get wise to your advisor = how to reach your investment goals without getting ripped off /
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Goals-based wealth management = an integrated and practical approach to changing the structure of wealth advisory practices /
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Personal benchmark = integrating behavioral finance and investment management /
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The socially savvy advisor = compliant social media for the financial industry /
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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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The small-cap advantage = how top endowments and foundations turn small stocks into big returns /
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