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  | | The New Wealth Management(1st Edition) The Financial Advisors Guide to Managing and Investing Client Assets (CFA Institute Investment Series) by Harold Evensky Cfp, Stephen M. Horan, Thomas R. Robinson, Roger Ibbotson Hardcover, 480 Pages, Published 2011 by Wiley ISBN-13: 978-0-470-62400-5, ISBN: 0-470-62400-0 "Mainstay reference guide for wealth management, newly updated for today′s investment landscape For over a decade, The New Wealth Management: The Financial Advisor′s Guide to Managing and Investing Client Assets has provided financial planners with detailed, step–by–step guidance on developing an optimal asset allocation policy for their clients. And, it did so without resorting to simplistic model portfolios, such as lifecycle models o ..." |
 | | Investments Workbook Principles of Portfolio and Equity Analysis (CFA Institute Investment Series) by Michael G. Mcmillian, CFA, Jerald E Pinto, Wendy Pirie, Gerhard Van de Venter and Jerald E. Pinto (2011) by Michael G. Mcmillan , Wendy L. Pirie , Jerald E. Pinto . , Cfa Wendy Pirie 224 Pages, Published 2011 by John Wiley & Sons ISBN-13: 978-1-118-00119-6, ISBN: 1-118-00119-2 |
 | | Hello Harold by Harold Evensky Paperback, 146 Pages, Published 2017 by Bookbaby ISBN-13: 978-1-5439-0059-0, ISBN: 1-5439-0059-3 |
 | | The Art of Practicing and the Art of Communication in Financial Planning(1st Edition) by Harold Evensky , Alexandra Armstrong , Sid Mittra Paperback, 328 Pages, Published 2017 by Sage Publications Pvt. Ltd ISBN-13: 978-93-86446-88-6, ISBN: 93-86446-88-X |
 | | Bloomberg Financial Deena Katz's Complete Guide to Practice Management : Tips, Tools, and Templates for the Financial Adviser 64 by Deena B. Katz 400 Pages, Published 2010 by John Wiley & Sons ISBN-13: 978-0-470-88532-1, ISBN: 0-470-88532-7 |
 | | Wealth Management(1st Edition) The Financial Advisor's Guide to Investing and Managing Client Assets by Harold R. Evensky Hardcover, 481 Pages, Published 1997 by Mcgraw-Hill ISBN-13: 978-0-7863-0478-3, ISBN: 0-7863-0478-2 |
 | | The History of Financial Planning(1st Edition) The Transformation of Financial Services (Wiley Finance) by H. Oliver Welch , E. Denby Brandon , Marvin W. Tuttle Hardcover, 328 Pages, Published 2009 by Wiley ISBN-13: 978-0-470-18074-7, ISBN: 0-470-18074-9 |
 | | Bloomberg Financial Ser. Retirement Income Redesigned : Master Plans for Distribution - An Adviser's Guide for Funding Boomers' Best Years 52 by Harold Evensky , Deena B. Katz , Cfp Harold Evensky 370 Pages, Published 2010 by John Wiley & Sons ISBN-13: 978-0-470-88505-5, ISBN: 0-470-88505-X |
 | | Getting an Investing Game Plan Creating It, Working It, Winning It by Maura Webber , Jamie Heller , Vern C. Hayden Unbound, 239 Pages, Published 2003 by John Wiley & Sons Inc (E) ISBN-13: 978-0-471-46553-9, ISBN: 0-471-46553-4 |
 | | Master the Media to Attract Your Ideal Clients A Personal Marketing System for Financial Professionals by Derrick Kinney 250 Pages, Published 2004 by John Wiley & Sons ISBN-13: 978-0-471-71847-5, ISBN: 0-471-71847-5 |
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