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- 2003025544 contributor B9526266.
- 2003025544 contributor B9526267.
- 2003025544 created "2004.".
- 2003025544 date "2004".
- 2003025544 date "2004.".
- 2003025544 dateCopyrighted "2004.".
- 2003025544 description "Five trends, endless opportunities -- Fewer arrows, bigger targets : focus on affluent clients -- Graduating from the yellow pad : apply the advanced consulting process -- Build high-impact client relationships : a crash course -- Take the wheel : don't let your business drive you -- E=mc2, or education = more compensation2 : commit to ongoing learning -- Building a deeper bench : forge strategic alliances -- The search for greener pastures : your independent broker-dealer choices -- A view from the inside : evaluating potential broker-dealers -- Making the change : transitioning to a new broker-dealer -- Look before you leave : going independent -- A win-win situation : building a great relationship with your broker-dealer -- Pulling it all together : design for success -- Resources.".
- 2003025544 extent "xii, 236 p. :".
- 2003025544 identifier "1576601587".
- 2003025544 identifier 2003025544-d.html.
- 2003025544 identifier 2003025544.html.
- 2003025544 issued "2004".
- 2003025544 issued "2004.".
- 2003025544 language "eng".
- 2003025544 publisher "Princeton : Bloomberg Press,".
- 2003025544 subject "332.024/0068 22".
- 2003025544 subject "Financial planners.".
- 2003025544 subject "Financial services industry.".
- 2003025544 subject "HG179.5 .O24 2004".
- 2003025544 tableOfContents "Five trends, endless opportunities -- Fewer arrows, bigger targets : focus on affluent clients -- Graduating from the yellow pad : apply the advanced consulting process -- Build high-impact client relationships : a crash course -- Take the wheel : don't let your business drive you -- E=mc2, or education = more compensation2 : commit to ongoing learning -- Building a deeper bench : forge strategic alliances -- The search for greener pastures : your independent broker-dealer choices -- A view from the inside : evaluating potential broker-dealers -- Making the change : transitioning to a new broker-dealer -- Look before you leave : going independent -- A win-win situation : building a great relationship with your broker-dealer -- Pulling it all together : design for success -- Resources.".
- 2003025544 title "Building a high-end financial services practice : proven techniques for planners, wealth managers, and other advisers / Cliff Oberlin and Jill Powers ; with a foreword by John Bowen.".
- 2003025544 type "text".