Search Results for - Narrowed by: Financial planners.SirsiDynix Enterprisehttps://catalog.iyte.edu.tr/client/en_US/default/default/qf$003dSUBJECT$002509Subject$002509Financial$002bplanners.$002509Financial$002bplanners.$0026ps$003d300?2024-09-26T09:42:55ZRattiner's secrets of financial planning : from running your practice to optimizing your client's experienceent://SD_ILS/0/SD_ILS:23248262024-09-26T09:42:55Z2024-09-26T09:42:55Zby Rattiner, Jeffrey H., 1960- author.<br/><a href="https://learning.oreilly.com/library/view/~/9781119594277">https://learning.oreilly.com/library/view/~/9781119594277</a>
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<a href="https://go.oreilly.com/library-access/library/view/-/9781119594277/?ar">https://go.oreilly.com/library-access/library/view/-/9781119594277/?ar</a><br/>Format: Electronic Resources<br/>The Value Investors : lessons from the world's top fund managersent://SD_ILS/0/SD_ILS:23306602024-09-26T09:42:55Z2024-09-26T09:42:55Zby Chan, Ronald W., author.<br/><a href="https://go.oreilly.com/library-access/library/view/-/9781663712233/?ar">https://go.oreilly.com/library-access/library/view/-/9781663712233/?ar</a>
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<a href="https://learning.oreilly.com/library/view/~/9781663712233">https://learning.oreilly.com/library/view/~/9781663712233</a><br/>Format: Electronic Resources<br/>Starting your own practice : the independence guide for investment advisors, attorneys, CPAs and other professional service providersent://SD_ILS/0/SD_ILS:23580442024-09-26T09:42:55Z2024-09-26T09:42:55Zby Fragasso, Robert, 1945- author.<br/><a href="https://ebookcentral.proquest.com/lib/iyte/detail.action?docID=6420055">Click to View</a><br/>Format: Electronic Resources<br/>Success as a financial advisor for dummiesent://SD_ILS/0/SD_ILS:23238812024-09-26T09:42:55Z2024-09-26T09:42:55Zby Illán, Ivan M., author.<br/><a href="https://go.oreilly.com/library-access/library/view/-/9781119504108/?ar">https://go.oreilly.com/library-access/library/view/-/9781119504108/?ar</a>
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<a href="https://learning.oreilly.com/library/view/~/9781119504108">https://learning.oreilly.com/library/view/~/9781119504108</a><br/>Format: Electronic Resources<br/>The financial advisor's success manual : how to structure and grow your financial services practiceent://SD_ILS/0/SD_ILS:23138662024-09-26T09:42:55Z2024-09-26T09:42:55Zby Leo, David I., author.<br/><a href="https://learning.oreilly.com/library/view/~/9780814439142">https://learning.oreilly.com/library/view/~/9780814439142</a>
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<a href="https://go.oreilly.com/library-access/library/view/-/9780814439142/?ar">https://go.oreilly.com/library-access/library/view/-/9780814439142/?ar</a><br/>Format: Electronic Resources<br/>G2 : building the next generationent://SD_ILS/0/SD_ILS:21444072024-09-26T09:42:55Z2024-09-26T09:42:55Zby Palaveev, Philip, author.<br/><a href="https://ebookcentral.proquest.com/lib/iyte/detail.action?docID=4987372">Click to View</a><br/>Format: Electronic Resources<br/>Wealth management unwrapped, revised and expanded : unwrap what you need to know and enjoy the presentent://SD_ILS/0/SD_ILS:21444282024-09-26T09:42:55Z2024-09-26T09:42:55Zby Beyer, Charlotte B., author.<br/><a href="https://ebookcentral.proquest.com/lib/iyte/detail.action?docID=5014624">Click to View</a><br/>Format: Electronic Resources<br/>The growth mindset : leadership makes a difference in wealth managementent://SD_ILS/0/SD_ILS:23147222024-09-26T09:42:55Z2024-09-26T09:42:55Zby Capozzi, Rick, 1960- author.<br/><a href="https://go.oreilly.com/library-access/library/view/-/9781119421979/?ar">https://go.oreilly.com/library-access/library/view/-/9781119421979/?ar</a>
<a href="https://learning.oreilly.com/library/view/~/9781119421979/?ar">https://learning.oreilly.com/library/view/~/9781119421979/?ar</a><br/>Format: Electronic Resources<br/>Planning a successful future : managing to be wealthy for individuals and their advisorsent://SD_ILS/0/SD_ILS:21434262024-09-26T09:42:55Z2024-09-26T09:42:55Zby Sestina, John E., author.<br/><a href="https://ebookcentral.proquest.com/lib/iyte/detail.action?docID=4427281">Click to View</a><br/>Format: Electronic Resources<br/>CFP Board financial planning competency handbookent://SD_ILS/0/SD_ILS:21322662024-09-26T09:42:55Z2024-09-26T09:42:55Zby Chaffin, Charles R., editor.<br/><a href="https://ebookcentral.proquest.com/lib/iyte/detail.action?docID=4041003">Click to View</a><br/>Format: Electronic Resources<br/>Financial planning competency handbookent://SD_ILS/0/SD_ILS:21112392024-09-26T09:42:55Z2024-09-26T09:42:55Zby Chaffin, Charles R., editor.<br/><a href="https://ebookcentral.proquest.com/lib/iyte/detail.action?docID=4697144">Click to View</a><br/>Format: Electronic Resources<br/>A manager's guide to financial analysis : powerful tools for analyzing the numbers and making the best decisions for your businessent://SD_ILS/0/SD_ILS:23085482024-09-26T09:42:55Z2024-09-26T09:42:55Zby Sherman, Eliot H., author.<br/><a href="https://learning.oreilly.com/library/view/~/9780761215622/?ar">https://learning.oreilly.com/library/view/~/9780761215622/?ar</a>
<a href="https://go.oreilly.com/library-access/library/view/-/9780761215622/?ar">https://go.oreilly.com/library-access/library/view/-/9780761215622/?ar</a><br/>Format: Electronic Resources<br/>Efficient Practice : Transform and Optimize Your Financial Advisory Practice for Greater Profits.ent://SD_ILS/0/SD_ILS:12685172024-09-26T09:42:55Z2024-09-26T09:42:55Zby Lawrence, David L.<br/><a href="http://ebookcentral.proquest.com/lib/iyte/detail.action?docID=1638449">Click to View</a><br/>Format: Electronic Resources<br/>Investing for a lifetime : managing wealth for the 'new normal'ent://SD_ILS/0/SD_ILS:22706122024-09-26T09:42:55Z2024-09-26T09:42:55Zby Marston, Richard C., author.<br/><a href="https://ebookcentral.proquest.com/lib/iyte/detail.action?docID=1707095">Click to View</a><br/>Format: Electronic Resources<br/>Succession planning for financial advisors : building an enduring businessent://SD_ILS/0/SD_ILS:22706102024-09-26T09:42:55Z2024-09-26T09:42:55Zby Grau, David, Sr., author.<br/><a href="https://ebookcentral.proquest.com/lib/iyte/detail.action?docID=1706873">Click to View</a><br/>Format: Electronic Resources<br/>The efficient practice : transform and optimize your financial advisory practice for greater profitsent://SD_ILS/0/SD_ILS:23014712024-09-26T09:42:55Z2024-09-26T09:42:55Zby Lawrence, David L.<br/><a href="https://learning.oreilly.com/library/view/~/9781118735039">https://learning.oreilly.com/library/view/~/9781118735039</a>
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<a href="https://go.oreilly.com/library-access/library/view/-/9781118735039/?ar">https://go.oreilly.com/library-access/library/view/-/9781118735039/?ar</a><br/>Format: Electronic Resources<br/>Succession planning for financial advisors : building an enduring businessent://SD_ILS/0/SD_ILS:23027792024-09-26T09:42:55Z2024-09-26T09:42:55Zby Grau, David, Sr.<br/><a href="https://learning.oreilly.com/library/view/~/9781118866429/?ar">https://learning.oreilly.com/library/view/~/9781118866429/?ar</a>
<a href="https://go.oreilly.com/library-access/library/view/-/9781118866429/?ar">https://go.oreilly.com/library-access/library/view/-/9781118866429/?ar</a><br/>Format: Electronic Resources<br/>The Million-Dollar Financial Services Practice : A Proven System for Becoming a Top Producer.ent://SD_ILS/0/SD_ILS:12529602024-09-26T09:42:55Z2024-09-26T09:42:55Zby Mullen, David J., Jr.<br/><a href="http://ebookcentral.proquest.com/lib/iyte/detail.action?docID=1110017">Click to View</a><br/>Format: Electronic Resources<br/>Technology tools for today's high-margin practice how client-centered financial advisors can cut paperwork, overhead, and wasted hoursent://SD_ILS/0/SD_ILS:22699712024-09-26T09:42:55Z2024-09-26T09:42:55Zby Drucker, David J., 1948-<br/><a href="https://ebookcentral.proquest.com/lib/iyte/detail.action?docID=1105687">Click to View</a><br/>Format: Electronic Resources<br/>The million-dollar financial services practice : a proven system for becoming a top producerent://SD_ILS/0/SD_ILS:22976692024-09-26T09:42:55Z2024-09-26T09:42:55Zby Mullen, David J., Jr.<br/><a href="https://learning.oreilly.com/library/view/~/9780814431733">https://learning.oreilly.com/library/view/~/9780814431733</a>
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<a href="https://go.oreilly.com/library-access/library/view/-/9780814431733/?ar">https://go.oreilly.com/library-access/library/view/-/9780814431733/?ar</a><br/>Format: Electronic Resources<br/>The financial professional's guide to communication : how to strengthen client relationships and build new onesent://SD_ILS/0/SD_ILS:22974902024-09-26T09:42:55Z2024-09-26T09:42:55Zby Finder, Robert L., 1955-<br/><a href="https://go.oreilly.com/library-access/library/view/-/9780133017953/?ar">https://go.oreilly.com/library-access/library/view/-/9780133017953/?ar</a>
<a href="https://learning.oreilly.com/library/view/~/9780133017953/?ar">https://learning.oreilly.com/library/view/~/9780133017953/?ar</a><br/>Format: Electronic Resources<br/>Technology tools for today's high-margin practice : how client-centered financial advisors can cut paperwork, overhead, and wasted hoursent://SD_ILS/0/SD_ILS:23012672024-09-26T09:42:55Z2024-09-26T09:42:55Zby Drucker, David J., 1948-<br/><a href="https://go.oreilly.com/library-access/library/view/-/9781118480533/?ar">https://go.oreilly.com/library-access/library/view/-/9781118480533/?ar</a>
<a href="https://learning.oreilly.com/library/view/~/9781118480533/?ar">https://learning.oreilly.com/library/view/~/9781118480533/?ar</a><br/>Format: Electronic Resources<br/>Ensemble Practice : A Team-Based Approach to Building a Superior Wealth Management Firm.ent://SD_ILS/0/SD_ILS:12389952024-09-26T09:42:55Z2024-09-26T09:42:55Zby Palaveev, P.<br/><a href="http://ebookcentral.proquest.com/lib/iyte/detail.action?docID=843644">Click to View</a><br/>Format: Electronic Resources<br/>The Family Office Book : Investing Capital for the Ultra-Affluent.ent://SD_ILS/0/SD_ILS:12396242024-09-26T09:42:55Z2024-09-26T09:42:55Zby Wilson, Richard C.<br/><a href="http://ebookcentral.proquest.com/lib/iyte/detail.action?docID=861663">Click to View</a><br/>Format: Electronic Resources<br/>The Value Investors : Lessons from the World's Top Fund Managers.ent://SD_ILS/0/SD_ILS:12439422024-09-26T09:42:55Z2024-09-26T09:42:55Zby Chan, Ronald.<br/><a href="http://ebookcentral.proquest.com/lib/iyte/detail.action?docID=918263">Click to View</a><br/>Format: Electronic Resources<br/>Implementing the wealth management index : tools to build your practice and measure client successent://SD_ILS/0/SD_ILS:22928362024-09-26T09:42:55Z2024-09-26T09:42:55Zby Levin, Ross.<br/><a href="https://go.oreilly.com/library-access/library/view/-/9781118027646/?ar">https://go.oreilly.com/library-access/library/view/-/9781118027646/?ar</a>
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<a href="https://learning.oreilly.com/library/view/~/9781118027646">https://learning.oreilly.com/library/view/~/9781118027646</a><br/>Format: Electronic Resources<br/>The 7 most important equations for your retirement : the fascinating people and ideas behind planning your retirement incomeent://SD_ILS/0/SD_ILS:22947782024-09-26T09:42:55Z2024-09-26T09:42:55Zby Milevsky, Moshe Arye, 1967-<br/><a href="https://learning.oreilly.com/library/view/~/9781118291535">https://learning.oreilly.com/library/view/~/9781118291535</a>
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<a href="https://learning.oreilly.com/library/view/~/9781118291535/?ar">https://learning.oreilly.com/library/view/~/9781118291535/?ar</a><br/>Format: Electronic Resources<br/>The Value Investors : Lessons from the World's Top Fund Managersent://SD_ILS/0/SD_ILS:22961142024-09-26T09:42:55Z2024-09-26T09:42:55Zby Chan, Ronald W.<br/><a href="https://learning.oreilly.com/library/view/~/9781118339329">https://learning.oreilly.com/library/view/~/9781118339329</a>
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<a href="https://learning.oreilly.com/library/view/~/9781118339329/?ar">https://learning.oreilly.com/library/view/~/9781118339329/?ar</a><br/>Format: Electronic Resources<br/>New Wealth Management : The Financial Advisor's Guide to Managing and Investing Client Assets.ent://SD_ILS/0/SD_ILS:12287372024-09-26T09:42:55Z2024-09-26T09:42:55Zby Evensky, Harold.<br/><a href="http://ebookcentral.proquest.com/lib/iyte/detail.action?docID=700540">Click to View</a><br/>Format: Electronic Resources<br/>Practice made (more) perfect transforming a financial advisory practice into a businessent://SD_ILS/0/SD_ILS:22697752024-09-26T09:42:55Z2024-09-26T09:42:55Zby Tibergien, Mark C., 1952-<br/><a href="https://ebookcentral.proquest.com/lib/iyte/detail.action?docID=697711">Click to View</a><br/>Format: Electronic Resources<br/>How to find a financial plannerent://SD_ILS/0/SD_ILS:22906452024-09-26T09:42:55Z2024-09-26T09:42:55Zby Weston, Liz Pulliam.<br/><a href="https://learning.oreilly.com/library/view/~/9780132479745/?ar">https://learning.oreilly.com/library/view/~/9780132479745/?ar</a>
<a href="https://go.oreilly.com/library-access/library/view/-/9780132479745/?ar">https://go.oreilly.com/library-access/library/view/-/9780132479745/?ar</a><br/>Format: Electronic Resources<br/>Practice Made (More) Perfect : Transforming a Financial Advisory Practice into a Business.ent://SD_ILS/0/SD_ILS:22919432024-09-26T09:42:55Z2024-09-26T09:42:55Zby Pomering, Rebecca.<br/><a href="https://learning.oreilly.com/library/view/~/9781118095492/?ar">https://learning.oreilly.com/library/view/~/9781118095492/?ar</a>
<a href="https://go.oreilly.com/library-access/library/view/-/9781118095492/?ar">https://go.oreilly.com/library-access/library/view/-/9781118095492/?ar</a><br/>Format: Electronic Resources<br/>The Million-Dollar Financial Advisor : Powerful Lessons and Proven Strategies from Top Producers.ent://SD_ILS/0/SD_ILS:12104132024-09-26T09:42:55Z2024-09-26T09:42:55Zby MULLEN, David J.<br/><a href="http://ebookcentral.proquest.com/lib/iyte/detail.action?docID=472576">Click to View</a><br/>Format: Electronic Resources<br/>The roles of various financial institutionsent://SD_ILS/0/SD_ILS:22894282024-09-26T09:42:55Z2024-09-26T09:42:55Zby Kirchner, Bonnie S., 1967-<br/><a href="https://learning.oreilly.com/library/view/~/9780132178884/?ar">https://learning.oreilly.com/library/view/~/9780132178884/?ar</a>
<a href="https://go.oreilly.com/library-access/library/view/-/9780132178884/?ar">https://go.oreilly.com/library-access/library/view/-/9780132178884/?ar</a><br/>Format: Electronic Resources<br/>My husband, the investment scammerent://SD_ILS/0/SD_ILS:22890112024-09-26T09:42:55Z2024-09-26T09:42:55Zby Kirchner, Bonnie S., 1967-<br/><a href="https://learning.oreilly.com/library/view/~/9780131389168/?ar">https://learning.oreilly.com/library/view/~/9780131389168/?ar</a>
<a href="https://go.oreilly.com/library-access/library/view/-/9780131389168/?ar">https://go.oreilly.com/library-access/library/view/-/9780131389168/?ar</a><br/>Format: Electronic Resources<br/>Understanding what financial help you needent://SD_ILS/0/SD_ILS:22895902024-09-26T09:42:55Z2024-09-26T09:42:55Zby Kirchner, Bonnie S., 1967-<br/><a href="https://learning.oreilly.com/library/view/~/9780132178853/?ar">https://learning.oreilly.com/library/view/~/9780132178853/?ar</a>
<a href="https://go.oreilly.com/library-access/library/view/-/9780132178853/?ar">https://go.oreilly.com/library-access/library/view/-/9780132178853/?ar</a><br/>Format: Electronic Resources<br/>Who can you trust with the financial planning of your moneyent://SD_ILS/0/SD_ILS:22894272024-09-26T09:42:55Z2024-09-26T09:42:55Zby Kirchner, Bonnie S., 1967-<br/><a href="https://go.oreilly.com/library-access/library/view/-/9780132178921/?ar">https://go.oreilly.com/library-access/library/view/-/9780132178921/?ar</a>
<a href="https://learning.oreilly.com/library/view/~/9780132178921/?ar">https://learning.oreilly.com/library/view/~/9780132178921/?ar</a><br/>Format: Electronic Resources<br/>The meaning behind financial advisor designations and licensesent://SD_ILS/0/SD_ILS:22894102024-09-26T09:42:55Z2024-09-26T09:42:55Zby Kirchner, Bonnie S., 1967-<br/><a href="https://go.oreilly.com/library-access/library/view/-/9780132178907/?ar">https://go.oreilly.com/library-access/library/view/-/9780132178907/?ar</a>
<a href="https://learning.oreilly.com/library/view/~/9780132178907/?ar">https://learning.oreilly.com/library/view/~/9780132178907/?ar</a><br/>Format: Electronic Resources<br/>A shocking revelation : why you should be very careful about which financial advisor you chooseent://SD_ILS/0/SD_ILS:22886872024-09-26T09:42:55Z2024-09-26T09:42:55Zby Kirchner, Bonnie S., 1967-<br/><a href="https://learning.oreilly.com/library/view/~/9780132089593/?ar">https://learning.oreilly.com/library/view/~/9780132089593/?ar</a>
<a href="https://go.oreilly.com/library-access/library/view/-/9780132089593/?ar">https://go.oreilly.com/library-access/library/view/-/9780132089593/?ar</a><br/>Format: Electronic Resources<br/>The Bernard Madoff investment scament://SD_ILS/0/SD_ILS:22890612024-09-26T09:42:55Z2024-09-26T09:42:55Zby Kirchner, Bonnie S., 1967-<br/><a href="https://go.oreilly.com/library-access/library/view/-/9780131389144/?ar">https://go.oreilly.com/library-access/library/view/-/9780131389144/?ar</a>
<a href="https://learning.oreilly.com/library/view/~/9780131389144/?ar">https://learning.oreilly.com/library/view/~/9780131389144/?ar</a><br/>Format: Electronic Resources<br/>The million-dollar financial advisor : powerful lessons and proven strategies from top producersent://SD_ILS/0/SD_ILS:22871962024-09-26T09:42:55Z2024-09-26T09:42:55Zby Mullen, David J., Jr., author.<br/><a href="https://learning.oreilly.com/library/view/~/9780814414729">https://learning.oreilly.com/library/view/~/9780814414729</a>
<a href="https://go.oreilly.com/library-access/library/view/-/9780814414729/?ar">https://go.oreilly.com/library-access/library/view/-/9780814414729/?ar</a>
<a href="https://learning.oreilly.com/library/view/~/9780814414729/?ar">https://learning.oreilly.com/library/view/~/9780814414729/?ar</a><br/>Format: Electronic Resources<br/>Spotting criminal versus non-criminal financial advisor behaviorent://SD_ILS/0/SD_ILS:22895862024-09-26T09:42:55Z2024-09-26T09:42:55Zby Kirchner, Bonnie S., 1967-<br/><a href="https://learning.oreilly.com/library/view/~/9780132178815/?ar">https://learning.oreilly.com/library/view/~/9780132178815/?ar</a>
<a href="https://go.oreilly.com/library-access/library/view/-/9780132178815/?ar">https://go.oreilly.com/library-access/library/view/-/9780132178815/?ar</a><br/>Format: Electronic Resources<br/>Spotting red flags : financial advisors to avoident://SD_ILS/0/SD_ILS:22895852024-09-26T09:42:55Z2024-09-26T09:42:55Zby Kirchner, Bonnie S., 1967-<br/><a href="https://learning.oreilly.com/library/view/~/9780132178839/?ar">https://learning.oreilly.com/library/view/~/9780132178839/?ar</a>
<a href="https://go.oreilly.com/library-access/library/view/-/9780132178839/?ar">https://go.oreilly.com/library-access/library/view/-/9780132178839/?ar</a><br/>Format: Electronic Resources<br/>Who can you trust with your money? : get the help you need now and avoid dishonest advisorsent://SD_ILS/0/SD_ILS:22885762024-09-26T09:42:55Z2024-09-26T09:42:55Zby Kirchner, Bonnie S., 1967-<br/><a href="https://go.oreilly.com/library-access/library/view/-/9780131367258/?ar">https://go.oreilly.com/library-access/library/view/-/9780131367258/?ar</a>
<a href="https://learning.oreilly.com/library/view/~/9780131367258/?ar">https://learning.oreilly.com/library/view/~/9780131367258/?ar</a><br/>Format: Electronic Resources<br/>How to file a financial complaintent://SD_ILS/0/SD_ILS:22899122024-09-26T09:42:55Z2024-09-26T09:42:55Zby Kirchner, Bonnie S., 1967-<br/><a href="https://go.oreilly.com/library-access/library/view/-/9780132178785/?ar">https://go.oreilly.com/library-access/library/view/-/9780132178785/?ar</a>
<a href="https://learning.oreilly.com/library/view/~/9780132178785/?ar">https://learning.oreilly.com/library/view/~/9780132178785/?ar</a><br/>Format: Electronic Resources<br/>Handbook of investment administrationent://SD_ILS/0/SD_ILS:22892412024-09-26T09:42:55Z2024-09-26T09:42:55Zby Rothwell, Kevin.<br/><a href="https://learning.oreilly.com/library/view/~/9780470033623">https://learning.oreilly.com/library/view/~/9780470033623</a>
<a href="https://learning.oreilly.com/library/view/~/9780470033623/?ar">https://learning.oreilly.com/library/view/~/9780470033623/?ar</a>
<a href="https://go.oreilly.com/library-access/library/view/-/9780470033623/?ar">https://go.oreilly.com/library-access/library/view/-/9780470033623/?ar</a><br/>Format: Electronic Resources<br/>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.ent://SD_ILS/0/SD_ILS:13158512024-09-26T09:42:55Z2024-09-26T09:42:55Zby Jaffe, Charles A.<br/><a href="http://ebookcentral.proquest.com/lib/iyte/detail.action?docID=3338470">Click to View</a><br/>Format: Electronic Resources<br/>