Life centered financial planning : How to deliver value that will never be undervalued

Life centered financial planning : How to deliver value that will never be undervalued

المؤلف
Mitch Anthony, Paul Armson
سنة النشر
2021
الناشر
Wiley
لغة الملف
انكليزي
نوع الملف
Book
تصنيف الكتاب
Business Administration

Life-Centered Financial Planning: How to Deliver Value That Will Never Be Undervalued shows financial planners and advisors how to radically improve the service they provide to their clients by tying their decisions and strategies to their clients’ life events, stages, and goals.


الكلمات المفتاحية: Finance / Investment / Finance & Investments / Personal Finance / Financial Advising / Money market / Capital market / Investment management