Cover Image

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.
Description
Item Description:This book presents "a way to design financial strategies that connect with clients' hopes and dreams"--P. 14.
Primary audience: insurance professionals, brokers, accountants, tax preparers (page 13).
Physical Description:255 pages : illustrations ; 24 cm.
Bibliography:Includes bibliographical references.
ISBN:1888237481