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...
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| Format: | Elektronisch E-Book |
| Sprache: | English |
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Hoboken, New Jersey
John Wiley & Sons, Inc.
[2021]
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| id | ZDB-30-ORH-067583555 |
| illustrated | Not Illustrated |
| indexdate | 2024-12-18T08:47:06Z |
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| isbn | 9781119594314 1119594316 1119594294 9781119594260 111959426X 9781119594291 9781119594277 |
| language | English |
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| physical | 1 online resource (xxix, 354 pages) |
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| publishDate | 2021 |
| publishDateSearch | 2021 |
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| publisher | John Wiley & Sons, Inc. |
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| spelling | Rattiner, Jeffrey H. 1960- VerfasserIn aut Rattiner's secrets of financial planning from running your practice to optimizing your client's experience Jeffrey H. Rattiner Hoboken, New Jersey John Wiley & Sons, Inc. [2021] 1 online resource (xxix, 354 pages) Text txt rdacontent Computermedien c rdamedia Online-Ressource cr rdacarrier Includes index. - Online resource; title from digital title page (viewed on October 05, 2020) "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 planning and estate planning"-- Financial planners Investment advisors Investments Planning Finance, Personal Planificateurs financiers Conseillers en placements Investissements ; Planification investment counsels Investments ; Planning 9781119594277 Erscheint auch als Druck-Ausgabe 9781119594277 TUM01 ZDB-30-ORH TUM_PDA_ORH https://learning.oreilly.com/library/view/-/9781119594277/?ar X:ORHE Aggregator lizenzpflichtig Volltext |
| spellingShingle | Rattiner, Jeffrey H. 1960- Rattiner's secrets of financial planning from running your practice to optimizing your client's experience Financial planners Investment advisors Investments Planning Finance, Personal Planificateurs financiers Conseillers en placements Investissements ; Planification investment counsels Investments ; Planning |
| title | Rattiner's secrets of financial planning from running your practice to optimizing your client's experience |
| title_auth | Rattiner's secrets of financial planning from running your practice to optimizing your client's experience |
| title_exact_search | Rattiner's secrets of financial planning from running your practice to optimizing your client's experience |
| title_full | Rattiner's secrets of financial planning from running your practice to optimizing your client's experience Jeffrey H. Rattiner |
| title_fullStr | Rattiner's secrets of financial planning from running your practice to optimizing your client's experience Jeffrey H. Rattiner |
| title_full_unstemmed | Rattiner's secrets of financial planning from running your practice to optimizing your client's experience Jeffrey H. Rattiner |
| title_short | Rattiner's secrets of financial planning |
| title_sort | rattiner s secrets of financial planning from running your practice to optimizing your client s experience |
| title_sub | from running your practice to optimizing your client's experience |
| topic | Financial planners Investment advisors Investments Planning Finance, Personal Planificateurs financiers Conseillers en placements Investissements ; Planification investment counsels Investments ; Planning |
| topic_facet | Financial planners Investment advisors Investments Planning Finance, Personal Planificateurs financiers Conseillers en placements Investissements ; Planification investment counsels Investments ; Planning |
| url | https://learning.oreilly.com/library/view/-/9781119594277/?ar |
| work_keys_str_mv | AT rattinerjeffreyh rattinerssecretsoffinancialplanningfromrunningyourpracticetooptimizingyourclientsexperience |