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Ehrlich, Evelyn, 1950-

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Fanelli, Duke, 1954-

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Grau, David, Sr.

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Halloran, Matthew.

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Kingsbury, Kathleen Burns, 1966-

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Levin, Ross. Wealth management index.

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Murtha, Frank F., 1970-

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Palaveev, Philip, 1973-

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Paulsen, Derek J.

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Peterson, Richard L., 1972-

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Pomering, Rebecca, 1974-

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Salmon, Michael, 1956-

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Thies, Crystal.

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Tibergien, Mark C., 1952-

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Wershing, Stephen.

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Financial planners.

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Electronic books.

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Financial planners -- Marketing.

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Investment advisors -- Marketing.

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Financial planners -- United States.

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Financial services industry -- Marketing.

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Customer relations.

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Finansal planlamacılar -- Pazarlama

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Material Type

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1.

Cover image for Finansal satış : satış stratejilerinin finansal etkileri (değer temelli pazarlama)

Finansal satış : satış stratejilerinin finansal etkileri (değer temelli pazarlama)

Finansal satış : satış stratejilerinin finansal etkileri (değer temelli pazarlama)

Author

Özkan, Turgut

Preferred Shelf Number

HG179.5 O95 2013

Format:

Availability

Beytepe Library~1

Available:
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2.

Cover image for Succession planning for financial advisors : building an enduring business

Succession planning for financial advisors : building an enduring business

Succession planning for financial advisors : building an enduring business

Author

Grau, David, Sr.

Preferred Shelf Number

ONLINE(341920.1)

Electronic Access

Ebook Library http://public.eblib.com/choice/publicfullrecord.aspx?p=1706873
John Wiley http://dx.doi.org/10.1002/9781118866528
MyiLibrary http://www.myilibrary.com?id=621910

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3.

Cover image for Crime and planning building socially sustainable communities

Crime and planning building socially sustainable communities

Crime and planning building socially sustainable communities

Author

Paulsen, Derek J.

Preferred Shelf Number

ONLINE

Electronic Access

Distributed by publisher. Purchase or institutional license may be required for access.

Format:

Availability

Online Library~1

Available:
Copies:

4.

Cover image for The ensemble practice a team-based approach to building a superior wealth management firm

The ensemble practice a team-based approach to building a superior wealth management firm

The ensemble practice a team-based approach to building a superior wealth management firm

Author

Palaveev, Philip, 1973-

Preferred Shelf Number

ONLINE

Electronic Access

John Wiley http://dx.doi.org/10.1002/9781118531914
ebrary http://site.ebrary.com/id/10593199
OverDrive (PDF) http://www.contentreserve.com/TitleInfo.asp?ID={3A3E4870-E658-4530-BAB1-EEAB3C3727CC}&Format=50
OverDrive (EPUB) http://www.contentreserve.com/TitleInfo.asp?ID={3A3E4870-E658-4530-BAB1-EEAB3C3727CC}&Format=410
OverDrive (READ) http://www.contentreserve.com/TitleInfo.asp?ID={3A3E4870-E658-4530-BAB1-EEAB3C3727CC}&Format=610

Format:

Availability

Online Library~1

Available:
Copies:

5.

Cover image for Stop asking for referrals a revolutionary new strategy for building a financial service business that sells itself

Stop asking for referrals a revolutionary new strategy for building a financial service business that sells itself

Stop asking for referrals a revolutionary new strategy for building a financial service business that sells itself

Author

Wershing, Stephen.

Preferred Shelf Number

ONLINE

Electronic Access

Subscription required

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6.

Cover image for Backstage Wall Street an insider's guide to knowing who to trust, who to run from, and how to maximize your investments

Backstage Wall Street an insider's guide to knowing who to trust, who to run from, and how to maximize your investments

Backstage Wall Street an insider's guide to knowing who to trust, who to run from, and how to maximize your investments

Author

Brown, Joshua.

Preferred Shelf Number

ONLINE

Electronic Access

Subscription required

Format:

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7.

Cover image for Implementing the wealth management index tools to build your practice and measure client success

Implementing the wealth management index tools to build your practice and measure client success

Implementing the wealth management index tools to build your practice and measure client success

Author

Levin, Ross. Levin, Ross. Wealth management index.

Preferred Shelf Number

ONLINE

Electronic Access

Wiley http://onlinelibrary.wiley.com/book/10.1002/9781118531679
Books24x7 http://www.books24x7.com/marc.asp?bookid=44365
http://proquest.safaribooksonline.com/?fpi=9781118027646
http://public.eblib.com/EBLPublic/PublicView.do?ptiID=818870
John Wiley http://dx.doi.org/10.1002/9781118531679

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8.

Cover image for The financial services marketing handbook tactics and techniques that produce results

The financial services marketing handbook tactics and techniques that produce results

The financial services marketing handbook tactics and techniques that produce results

Author

Ehrlich, Evelyn, 1950- Fanelli, Duke, 1954-

Preferred Shelf Number

ONLINE

Electronic Access

John Wiley http://dx.doi.org/10.1002/9781118531716
OverDrive (PDF) http://www.contentreserve.com/TitleInfo.asp?ID={467839BF-2A54-4A09-BDE6-FFFC7C3786CF}&Format=50
OverDrive (EPUB) http://www.contentreserve.com/TitleInfo.asp?ID={467839BF-2A54-4A09-BDE6-FFFC7C3786CF}&Format=410
Image http://images.contentreserve.com/ImageType-100/0128-1/{467839BF-2A54-4A09-BDE6-FFFC7C3786CF}Img100.jpg

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9.

Cover image for The social media handbook for financial advisors how to use Facebook, Twitter, and LinkedIn to build and grow your business

The social media handbook for financial advisors how to use Facebook, Twitter, and LinkedIn to build and grow your business

The social media handbook for financial advisors how to use Facebook, Twitter, and LinkedIn to build and grow your business

Author

Halloran, Matthew. Thies, Crystal.

Preferred Shelf Number

ONLINE

Electronic Access

Wiley http://onlinelibrary.wiley.com/book/10.1002/9781118531792
OverDrive (PDF) http://www.contentreserve.com/TitleInfo.asp?ID={EA97E938-98A7-449B-8F3F-E5FFD219E33C}&Format=50
OverDrive (EPUB) http://www.contentreserve.com/TitleInfo.asp?ID={EA97E938-98A7-449B-8F3F-E5FFD219E33C}&Format=410
John Wiley http://dx.doi.org/10.1002/9781118531792
Image http://images.contentreserve.com/ImageType-100/0128-1/{EA97E938-98A7-449B-8F3F-E5FFD219E33C}Img100.jpg

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10.

Cover image for Winning more business in financial services

Winning more business in financial services

Winning more business in financial services

Author

Salmon, Michael, 1956-

Preferred Shelf Number

ONLINE

Electronic Access

Subscription required

Format:

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11.

Cover image for How to give financial advice to women attracting and retaining high-net worth female clients

How to give financial advice to women attracting and retaining high-net worth female clients

How to give financial advice to women attracting and retaining high-net worth female clients

Author

Kingsbury, Kathleen Burns, 1966-

Preferred Shelf Number

ONLINE

Electronic Access

Subscription required

Format:

Availability

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Available:
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12.

Cover image for Practice made (more) perfect transforming a financial advisory practice into a business

Practice made (more) perfect transforming a financial advisory practice into a business

Practice made (more) perfect transforming a financial advisory practice into a business

Author

Tibergien, Mark C., 1952- Pomering, Rebecca, 1974-

Preferred Shelf Number

ONLINE

Electronic Access

John Wiley http://dx.doi.org/10.1002/9781118531549
Wiley http://onlinelibrary.wiley.com/book/10.1002/9781118531549

Format:

Availability

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