Transitioning Clients and the Retirement Exit Decision
Subtitle: Includes Strategies and Tools for Seeking and Implementing Group Referrals
Publisher: CT Financial Press
Published: Dec 08, 2020
Format: paperback
Number of pages: 151
ISBN-13: 9781777314545
Notes: Source title: Transitioning Clients and the Retirement Exit Decision: Includes Strategies and Tools for Seeking and Implementing Group Referrals (Handbooks for the Professional Financial Advisor)