Goals-based wealth management : an integrated and practical approach to changing the structure of wealth advisory practices
Title:
Goals-based wealth management : an integrated and practical approach to changing the structure of wealth advisory practices
Author:
Brunel, Jean L. P., author.
ISBN:
9781118995938
9781118995952
9781119025306
9781118995907
Personal Author:
Physical Description:
1 online resource (xxi, 249 pages) : illustrations
General Note:
Includes index.
Local Note:
O'Reilly
Holds: Copies: