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Registered Rep.
October 1, 2002
Alex McGrath
Coming To a Shelf Near You Books: Virtual-Office Tools for a High-Margin Practice: How Client-Centered Financial Advisers Can Cut Paperwork.... Investing in Separate Accounts... mark for My Articles similar articles
Financial Planning
March 1, 2005
Jennifer A. Liptow
Bookshelf Written for experienced planners as well as new practitioners needing guidance in developing their businesses, Tools & Techniques of Practice Management, by Joel Bruckenstein and David Drucker covers a range of topics in the practice management arena. mark for My Articles similar articles