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

"Financial planning is a process that leads to recommendations and decisions that help people achieve their financial goals. Planning applies to determining the client's financial position and cash flow, income tax planning, risk management, insurance, retirement planning, investment plann...

Ausführliche Beschreibung

Bibliographische Detailangaben

1. Verfasser:	Rattiner, Jeffrey H. 1960- (VerfasserIn)
Format:	Elektronisch E-Book
Sprache:	English
Veröffentlicht:	Hoboken, New Jersey John Wiley & Sons, Inc. [2021]
Schlagworte:	Financial planners Investment advisors Investments > Planning Finance, Personal Planificateurs financiers Conseillers en placements Investissements ; Planification investment counsels Investments ; Planning
Online-Zugang:	lizenzpflichtig
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