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- 2008301007 abstract "Suggests that financial planners create informal alliances with accountants, stockbrokers, insurance agents, mortgage brokers, estate planning attorneys, and other financial professionals in order to better serve their clients. Addresses the benefits, processes and barriers to building these alliances.".
- 2008301007 contributor B11155112.
- 2008301007 contributor B11155113.
- 2008301007 created "c2007.".
- 2008301007 date "2007".
- 2008301007 date "c2007.".
- 2008301007 dateCopyrighted "c2007.".
- 2008301007 description "Suggests that financial planners create informal alliances with accountants, stockbrokers, insurance agents, mortgage brokers, estate planning attorneys, and other financial professionals in order to better serve their clients. Addresses the benefits, processes and barriers to building these alliances.".
- 2008301007 extent "xii, 136 p. :".
- 2008301007 identifier "0979877504".
- 2008301007 identifier "9780979877506".
- 2008301007 issued "2007".
- 2008301007 issued "c2007.".
- 2008301007 language "eng".
- 2008301007 publisher "Denver, Colo. : FPA Press,".
- 2008301007 subject "332.6068 22".
- 2008301007 subject "Business networks.".
- 2008301007 subject "Financial planners.".
- 2008301007 subject "HG4621 .M862 2007".
- 2008301007 subject "Investment advisor-client relationships.".
- 2008301007 subject "Investment advisors.".
- 2008301007 subject "Success in business.".
- 2008301007 subject "Trust.".
- 2008301007 title "Allied for success : creating a synergy of specialists to fulfill our clients' dreams / Jim Munchbach with Patrick Springle ; foreword by Laurence Barton.".
- 2008301007 type "text".