What matters most : build a purpose-centered alliance with your clients to fulfill their dreams--and yours, too! /

Bibliographic Details

Main Author:	Munchbach, Jim
Other Authors:	Springle, Pat, 1950-
Format:	Book
Language:	English
Published:	Friendswood, Tex. : Baxter Press, [2004]
Subjects:	Investment advisor-client relationships. Investment advisors. Financial planners. Trust. Success in business.