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The Wealth Management Index: The Financial Advisor's System for Assessing & Managing Your Client's Plans & Goals (Itwin/Iafp Series in Financial Planning) - Hardcover

Levin, Ross

 
9780786310203: The Wealth Management Index: The Financial Advisor's System for Assessing & Managing Your Client's Plans & Goals (Itwin/Iafp Series in Financial Planning)
Hardcover
ISBN 10: 0786310200 ISBN 13: 9780786310203
Verlag: Irwin Professional Publishing, 1996

Inhaltsangabe

Presents a tool allowing financial planners to track and measure clients' financial progress, and shows how to use it to establish a client relationship and deal with assets protection, disability and income protection, debt management, investment planning, and estate planning. Includes sample forms and case studies. For financial professionals including financial advisors, accountants, and brokers. Annotation c. by Book News, Inc., Portland, Or.

Die Inhaltsangabe kann sich auf eine andere Ausgabe dieses Titels beziehen.

Verlag
Irwin Professional Publishing
Erscheinungsdatum
1996
Sprache
Englisch
ISBN 10 
0786310200
ISBN 13 
9780786310203
Einband
Gebundene Ausgabe
Anzahl der Seiten
203
Kontakt zum Hersteller
Nicht verfügbar
Verantwortliche Person
Nicht verfügbar