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Subjects (1-7 of 7)
Financial planners.
1
EBOOK
2014
The efficient practice : transform and optimize your financial advisory practice for greater profits
Lawrence, David L.
Hoboken, New Jersey : John Wiley & Sons, Inc., 2014.
Available Onlineavailable online
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No one has rated this material
2
BOOK
2018
The financial advisor's success manual : how to structure and grow your financial services practice
Leo, David I., author.
New York : AMACON, American Management Association, [2018]
 
Location Call No. Status
 95th Street Adult Nonfiction  332.6 LEO    AVAILABLE
 Nichols Adult Nonfiction  332.6 LEO    DUE 05-15-24
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No one has rated this material
3
EBOOK
2018
The financial advisor's success manual : how to structure and grow your financial services practice
Leo, David I., author.
New York : American Management Association, [2018]
Available Onlineavailable online
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No one has rated this material
4
EBOOK
2013
The financial professional's guide to communication : how to strengthen client relationships and bui
Finder, Robert L., 1955-
Upper Saddle River, N.J. : FT Press, ©2013.
Available Onlineavailable online
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No one has rated this material
5
BOOK
2023
Five steps to finding a financial advisor you can trust : what questions to ask, when to ask them, w
Thurman, Randy L., author.
Charleston, South Carolina : Advantage Books, [2023]
 
Location Call No. Status
 95th Street Adult Nonfiction  332.6068 THU    DUE 05-06-24
 Naper Blvd. Adult Nonfiction  332.6068 THU    DUE 05-12-24
 Nichols Adult Nonfiction-NEW  332.6068 THU    DUE 05-05-24
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No one has rated this material
6
BOOK
2018
The growth mindset : leadership makes a difference in wealth management
Capozzi, Rick, 1960- author.
Hoboken, New Jersey : Wiley, [2018]
 
Location Call No. Status
 95th Street Adult Nonfiction  332.6 CAP    AVAILABLE
 Nichols Adult Nonfiction  332.6 CAP    AVAILABLE
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No one has rated this material
7
EBOOK
2017
The growth mindset : leadership makes a difference in wealth management
Capozzi, Rick, 1960- author.
[Place of publication not identified] : Wiley, [2017]
Available Onlineavailable online
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No one has rated this material
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