Your search returned 4 results.

Succession planning for financial advisors : building an enduring business / David Grau, Sr., JD and the FP Transitions Team

by Grau, David, Sr.

Language: English Publisher: Hoboken, New Jersey : Wiley, [2014]Availability: Items available for loan: COLLEGE LIBRARY [Call number: 658.16 G775 2014] (1).

Place hold
The value investors : lessons from the world's top fund managers / Ronald W. Chan.

by Chan, Ronald W [author.].

Edition: Second edition.Language: English Publisher: Solaris South Tower, Singapore : Wiley, [2021]Online access: Full text available at Wiley Online Library Click here to view Availability: Items available for loan: COLLEGE LIBRARY [Call number: 332.6 C3605 2021] (1).

Place hold
Rattiner's secrets of financial planning : from running your practice to optimizing your client's experience / Jeffrey H. Rattiner.

by Rattiner, Jeffrey H, 1960- [author.].

Edition: First Edition.Language: English Publisher: Hoboken : Wiley, 2020Online access: Full text available at Wiley Online Library Click here to view Availability: Items available for loan: COLLEGE LIBRARY [Call number: 332.0240068 R1897 2020] (1).

Place hold
The CPA's guide to a successful financial planning practice : selling financial investments and marketing advisory services / Jim H. Ainsworth.

by Ainsworth, Jim H [author].

Publisher: New York : Wiley, c1995Availability: Items available for loan: COLLEGE LIBRARY [Call number: 332.6068 Ai66 1995] (2).

Place hold