Foundations of financial planning
Subtitle: the process
By: Richard A. Dulisse [and others]
Series: Financial Advisor Series Planning foundations; Financial Advisor Series
Publisher: American College Press
Published: 2005
Place of publication: Bryn Mawr, PA
Language: eng
ISBN-13: 9781932819212
Subjects: Financial planning; Financial planners; Success; Selling
Notes: "Foundations of Financial Planning: The Process" is structured around the eight step selling/planning process."