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- catalog contributor b13136553.
- catalog created "2004.".
- catalog date "2004".
- catalog date "2004.".
- catalog dateCopyrighted "2004.".
- catalog description "Introduction: Inside Stories -- 1. A Profession Comes of Age -- 2. Identity Crisis -- 3. Known Quantities -- 4. The Hourly Planner -- Sharon Rich: An Hour's Worth -- Sheryl Garrett: When Less Is More -- 5. The Niche Planner -- Myra Salzer: The Rich Niche -- James Lowell: Giving Back -- Cicily Carson Maton: Port in a Storm -- Tom Connelly: Birds of a Feather -- Janet Briaud: Higher Learning -- Christopher Street Financial: The Trust Factor -- 6. The Multiclient Family Office -- Mark Spangler: Birthing a Clan -- Darcy Garner Bhatia: Close Relations -- Charlie Haines: The Care of Kith and Kin -- 7. The Large Firm -- Harold Evensky and Deena Katz: Starting Over -- BBR Partners: The Big Boutique -- 8. The Regional Firm.".
- catalog extent "xxviii, 233 p. ;".
- catalog identifier "1576601250 (alk. paper)".
- catalog isPartOf "[Bloomberg professional library]".
- catalog issued "2004".
- catalog issued "2004.".
- catalog language "eng".
- catalog publisher "Princeton, NJ : Bloomberg Press,".
- catalog subject "332.6/2/092 22".
- catalog subject "Financial planners.".
- catalog subject "HG179.5 .R69 2004".
- catalog subject "Investment advisors.".
- catalog tableOfContents "Introduction: Inside Stories -- 1. A Profession Comes of Age -- 2. Identity Crisis -- 3. Known Quantities -- 4. The Hourly Planner -- Sharon Rich: An Hour's Worth -- Sheryl Garrett: When Less Is More -- 5. The Niche Planner -- Myra Salzer: The Rich Niche -- James Lowell: Giving Back -- Cicily Carson Maton: Port in a Storm -- Tom Connelly: Birds of a Feather -- Janet Briaud: Higher Learning -- Christopher Street Financial: The Trust Factor -- 6. The Multiclient Family Office -- Mark Spangler: Birthing a Clan -- Darcy Garner Bhatia: Close Relations -- Charlie Haines: The Care of Kith and Kin -- 7. The Large Firm -- Harold Evensky and Deena Katz: Starting Over -- BBR Partners: The Big Boutique -- 8. The Regional Firm.".
- catalog title "In search of the perfect model : the distinctive business strategies of leading financial planners / by Mary Rowland.".
- catalog type "text".