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Attract and retain the affluent investor : winning tactics for today's financial advisor

Gresham, Stephen D

Attract and retain the affluent investor : winning tactics for today's financial advisor Stephen D. Gresham, Evan Cooper - Chicago Dearborn Trade c2001 - xvii, 202 p. : ill. ; 24 cm

Includes index

ISBN: 9780793144334

ISSN: 2001000923

Subjects--Topical Terms:
Financial planners
Investment advisors

Dewey Class. No.: 332.62 GRE

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