The wealth management index
Subtitle: the financial advisor's system for assessing & managing your client's plans & goals
By: Ross Levin.
Series: Irwin/IAFP series in financial planning
Publisher: Irwin Professional Pub.
Published: 1997
Place of publication: Chicago
Language: eng
Number of pages: 203
Subjects: Financial planners -- United States.; Financial services industry -- United States.
Other titles: Financial advisor's system for assessing & managing your client's plans & goals
Notes: Includes bibliographical references and index.