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1

The right way to hire financial help a complete guide to choosing and managing brokers, financial planners, insurance agents, lawyers, tax preparers, bankers, and real estate agents /

The right way to hire financial help a complete guide to choosing and managing brokers, financial planners, insurance agents, lawyers, tax preparers, bankers, and real estate agents /

由 Jaffe, Charles A.
出版 1998

Available in ProQuest Ebook Central - Academic Complete.
Available in EBSCO eBooks.

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2

CFP Board Financial Planning Competency Handbook.

CFP Board Financial Planning Competency Handbook.

由 Board, CFP.
出版 2015

Click to View

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3

Right Way to Hire Financial Help : A Complete Guide to Choosing and Managing Brokers, Financial Planners, Insurance Agents, Lawyers, Tax Preparers, Bankers and Real Estate Agents.

Right Way to Hire Financial Help : A Complete Guide to Choosing and Managing Brokers, Financial Planners, Insurance Agents, Lawyers, Tax Preparers, Bankers and Real Estate Agents.

由 Jaffe, Charles A.
出版 1998

Click to View

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4

Wealth management unwrapped, revised and expanded unwrap what you need to know and enjoy the present /

Wealth management unwrapped, revised and expanded unwrap what you need to know and enjoy the present /

由 Beyer, Charlotte B.
出版 2017

Available in ProQuest Ebook Central - Academic Complete.

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5

Technology tools for today's high-margin practice how client-centered financial advisors can cut paperwork, overhead, and wasted hours /

Technology tools for today's high-margin practice how client-centered financial advisors can cut paperwork, overhead, and wasted hours /

由 Drucker, David J., 1948-
出版 2013

Available in ProQuest Ebook Central - Academic Complete.

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6

How secure is your retirement investments, planning, and fraud? : hearing before the Special Committee on Aging, United States Senate, One Hundred Third Congress, first session, Washington, DC, May 25, 1993.

How secure is your retirement investments, planning, and fraud? : hearing before the Special Committee on Aging, United States Senate, One Hundred Third Congress, first session, Washington, DC, May 25, 1993.

出版 1993

Available in HeinOnline U.S. Congressional Documents.

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7

CFP Board financial planning competency handbook

CFP Board financial planning competency handbook

出版 2015

Available in ProQuest Ebook Central - Academic Complete.

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8

Rattiner's secrets of financial planning from running your practice to optimizing your client's experience /

Rattiner's secrets of financial planning from running your practice to optimizing your client's experience /

由 Rattiner, Jeffrey H., 1960-
出版 2020

Available in ProQuest Ebook Central - Academic Complete.

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9

The family office : a comprehensive guide for advisers, practitioners, and students /

The family office : a comprehensive guide for advisers, practitioners, and students /

由 Woodson, William I., Marshall, Edward V.
出版 2021

Click here for full text at JSTOR

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