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Handbook for financial advisors on practice management

Katz, Deena B.

  • Project 8 Branch

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Other Related Information

Notes
  • Bibliographic Note
    Includes bibliographical references and index.
  • Content
    • Section one : the business
    • Determining your core values, mission, and vision
    • Designing the business
    • Contingency and succession
    • Section two : the people