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Investing - General & Miscellaneous, Finance - Planning, Personal Finance - General & Miscellaneous
Tools and Techniques of Financial Planning by Stephan R. Leimberg — book cover

Tools and Techniques of Financial Planning

by Stephan R. Leimberg
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Overview

Put your clients on the path to financial success by crafting the ultimate financial plan for their unique needs. Tools & Techniques of Financial Planning’s systematic approach to planning will give you the solid foundation of skills and knowledge needed to gain client trust and earn more business. You’ll learn how to relate the products you offer to each client’s unique needs and circumstances.

Synopsis

Put your clients on the path to financial success by crafting the ultimate financial plan for their unique needs. Tools & Techniques of Financial Planning s systematic approach to planning will give you the solid foundation of skills and knowledge needed to gain client trust and earn more business. You ll learn how to relate the products you offer to each client s unique needs and circumstances.

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Book Details

Published
August 1, 2007
Publisher
National Underwriter Company
Pages
514
Format
Paperback
ISBN
9780872189324

More by Stephan R. Leimberg

Tools & Techniques of Estate Planning
Tools & Techniques of Estate Planning
Tools and Techniques of Income Tax Planning
Tools and Techniques of Income Tax Planning
Tools and Techniques of Risk Management & Insurance
Tools and Techniques of Risk Management & Insurance
The Tools and Techniques of Investment Planning
The Tools and Techniques of Investment Planning
Stanley and Kilcullen's Federal Income Tax Law, 1989 Edition
Stanley and Kilcullen's Federal Income Tax Law, 1989 Edition
The Tools and Techniques of Estate Planning
The Tools and Techniques of Estate Planning
The Tax Reform Act of 1984: What It Says--What It Means to the Financial, Retirement and Employee Benefit Planner
The Tax Reform Act of 1984: What It Says--What It Means to the Financial, Retirement and Employee Benefit Planner
The New Book of Trusts: The Whole Truth about Trusts after the 1997 Tax Act
The New Book of Trusts: The Whole Truth about Trusts after the 1997 Tax Act
Tools & Techniques of Life Settlement Planning
Tools & Techniques of Life Settlement Planning
The Tools & Techniques of Life Insurance Planning, 5th Edition
The Tools & Techniques of Life Insurance Planning, 5th Edition

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