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The wealth management index : the financial advisor's system for assessing & managing your client's plans & goals / Ross Levin.

By: Levin, Ross.
Material type: materialTypeLabelBookCall no.: HG179.5 .L48Series: Irwin/IAFP series in financial planning.Publication: Chicago : Irwin Professional Pub., c1997Description: xi, 203 p. : ill.ISBN: 0786310200.Subject(s): Financial planners -- United States | Financial services industry -- United States
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