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Oversold and Underserved: A Financial Planner's ...
Amazon.com — Good perspective for New Planners/Advisors This book is a good primer for new financial planners and advisors, not so much for established advisors and planners. It provides the new or less experienced advisors/planners with the concept of comprehensive ...More…
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In the Presence of Taxes: Applications of After-tax ...
Amazon.com — Author William Reichenstein Author Ph.D. Author CFA EAN 9780979877513 Edition First ISBN 0979877512 Number Of Pages 140 Publication Date 2008-09-15More…
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The Right Side of the Table: Where Do You Sit in the ...
Amazon.com — Author Scott Fithian and Todd Fithian EAN 9780975344897 Edition 1st ISBN 0975344897 Number Of Pages 130 Publication Date 2007-09-08More…
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Prudent Practices for Fiduciary Advisers
Amazon.com — EAN 9780975344880 Edition 1st ISBN 0975344889 Number Of Pages 65 Publication Date 2007-08-01More…
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Understanding and Evaluating Prospectuses, Offering ...
Amazon.com — Author Thomas Robinson; David Schulte; Howard Marmorstein; William Trent EAN 9780975344866 Edition 1st ISBN 0975344862 Number Of Pages 300 Publication Date 2006-10-20 Release Date 2006-10-20More…
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Lighting the Torch: The Kinder Method(TM) of Life Planning
Amazon.com — Marrying Meaning With Money Through the EVOKE(c) Process This book describes the E.V.O.K.E.(c) process, which is a truly remarkable method for working with financial planning clients that want a deeper relationship with their planner, and a plan for their ...More…
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The Encyclopedia of Financial Planning
Amazon.com — Good recap of financial topics If you want a quick read on topics pertaining to financial planning, this book is a good desk reference. It doesn't go into detail but hits the main points on topics from investing to estate planning. It is not technical ...More…
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Financial Planning: The Next Step: A Practical Approach ...
Amazon.com — Author CFP Roy T. Diliberto EAN 9780975344842 Edition 1st ISBN 0975344846 Number Of Pages 198 Publication Date 2006-08-07More…
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Conserving Client Portfolios During Retirement
Amazon.com — A must read for anyone thinking about, approaching or in Retirement This is an easy review to write so I'll make it short and sweet. This book is probably worth more to me that every other book I have ever read on retirement planning (and I have read ...More…
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Creating An Investment Policy Statement
Amazon.com — Creating an Investment Policy Statement Review The book was in great shape and I received it ahead of schedule... great service... Author Norman M. Boone Author Linda S. Lubitz Dewey Decimal Number 332 EAN 9780975344804 ISBN 0975344803 Number Of Pages 352 ...More…