The efficient practice : transform and optimize your financial advisory practice for greater profits /

An essential guide to tools and techniques for achieving efficiency, productivity, and profitability in financial advisory firms As a profession, financial advisors have been very well educated on how to be a financial advisor, but the industry does a poor job of preparing financial advisors to be g...

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Bibliographic Details
Online Access: Full text (MCPHS users only)
Main Author: Lawrence, David L.
Format: Electronic eBook
Language:English
Published: Hoboken, New Jersey : John Wiley & Sons, Inc., 2014
Subjects:
Local Note:ProQuest Ebook Central