The efficient practice : : transform and optimize your financial advisory practice for greater profits / / David L. Lawrence.
Saved in:
: | |
---|---|
Place / Publishing House: | Hoboken, New Jersey : : Wiley,, 2014. 2014 |
Year of Publication: | 2014 |
Language: | English |
Series: | Wiley finance series
|
Online Access: | |
Physical Description: | 1 online resource (201 pages) :; color illustrations. |
Notes: | Includes index. |
Tags: |
Add Tag
No Tags, Be the first to tag this record!
|
Similar Items
-
Practice made (more) perfect : transforming a financial advisory practice into a business / / Mark Tibergien with Rebecca Pomering.
by: Tibergien, Mark C.,
Published: (c2011.) -
Rattiner's secrets of financial planning : : from running your practice to optimizing your client's experience / / Jeffrey H. Rattiner.
by: Rattiner, Jeffrey H.,
Published: ([2021]) -
The ultimate financial plan : balancing your money and life / / Jim Stovall and Tim Maurer.
by: Stovall, Jim.
Published: (c2011.) -
Technology tools for today's high-margin practice : how client-centered financial advisors can cut paperwork, overhead, and wasted hours / / David J. Drucker, Joel P. Bruckenstein.
by: Drucker, David J.,
Published: (c2013.) -
Reset your barcode : : five steps to a financial reset / / Marvin Reynolds.
by: Reynolds, Marvin,
Published: ([2014])