Fundamentals of financial planning /
Here are all the essential basics of financial planning woven into the realities of working with real clients and building a successful practice. Inside are seven different ways to analyze a client situation, then how to best communicate and work with clients in their best interests. Using real data...
| Main Authors: | , , , |
|---|---|
| Format: | Book |
| Language: | English |
| Published: |
Metairie, Louisiana :
Money Education,
[2025].
|
| Edition: | Eighth edition. |
| Subjects: |
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