Rattiner's secrets of financial planning [electronic resource] : from running your practice to optimizing your client's experience / Jeffrey H. Rattiner.
"Financial planning is a process that leads to recommendations and decisions that help people achieve their financial goals. Planning applies to determining the client's financial position and cash flow, income tax planning, risk management, insurance, retirement planning, investment planning and es...
Main Author: | |
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Language: | English |
Published: |
Hoboken :
Wiley,
2020.
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Edition: | First Edition. |
Subjects: | |
Online Access: | |
Variant Title: |
Rattiner's Secrets of Financial Planning: From Running Your Practice to Optimizing Your Client's Experience |
Format: | Electronic eBook |
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