Implementing the Wealth Management Index:Tools to Build Your Practice and Measure Client Success(Bloomberg Financial)

实现财富管理指数:构建实业与衡量客户成功工具 (丛书)

货币银行学

售   价:
386.00
发货周期:预计3-5周发货
作      者
出  版 社
出版时间
2011年09月23日
装      帧
精装
ISBN
9781118027646
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页      码
288
语      种
英文
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图书简介
The gold standard for measuring financial progress, updated for today’s marketFrom Ross Levin, a trusted financial planner, comes "Implementing the Wealth Management Index." The new edition of the book "Investment Advisor" called a "landmark opus," this revised and updated volume expands upon his legendary Wealth Management Index tool. A benchmark system that, through a series of questions and evaluations, enables advisors to score their performance for individual clients, the tool is used by firms around the world. In this new
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Harvard Library
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