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1. 
Cover image for Rattiner's secrets of financial planning : from running your practice to optimizing your client's experience
Rattiner's secrets of financial planning : from running your practice to optimizing your client's experience
Author 
Rattiner, Jeffrey H., 1960- author.
Preferred Shelf Number 
HG179.5 .R387 2021
Electronic Access 
https://onlinelibrary.wiley.com/doi/book/10.1002/9781119594314
Format: 
Availability 
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2. 
Cover image for Communication essentials for financial planners : strategies and techniques
Communication essentials for financial planners : strategies and techniques
Author 
Grable, John E., author. Goetz, Joseph W. (Professor of financial planning), author.
Preferred Shelf Number 
HG179.5
Electronic Access 
https://onlinelibrary.wiley.com/doi/book/10.1002/9781119350804
Format: 
Availability 
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3. 
Cover image for Wealth management unwrapped : unwrap what you need to know and enjoy the present
Wealth management unwrapped : unwrap what you need to know and enjoy the present
Author 
Beyer, Charlotte B., author.
Preferred Shelf Number 
HG179.5 .B49 2017 EB
Electronic Access 
https://onlinelibrary.wiley.com/doi/book/10.1002/9781119403715
Format: 
Availability 
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4. 
Cover image for The Value Investors : Lessons from the World's Top Fund Managers
The Value Investors : Lessons from the World's Top Fund Managers
Author 
Chan, Ronald W.
Preferred Shelf Number 
HG4621 .C43 2012 EB
Electronic Access 
https://onlinelibrary.wiley.com/doi/book/10.1002/9781119620662
Format: 
Availability 
Online Library~1
Available:
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