Tools & Techniques of Practice Management

Tools & Techniques of Practice Management

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The client management section of the website contains additional tools (prospect letter, sample investment policy statement, client questionnaire, retirement planning questionnaire, client introductory letter, client welcome letter and a client data form). ... analysis, timeliness rankings, and forward-looking Bloomberg The Bloomberg ProfessionalAr service integrates data, news, analytics, multimedia reports, anbsp;...

Title:Tools & Techniques of Practice Management
Author:Joel P. Bruckenstein, David J. Drucker, Stephan R. Leimberg
Publisher: - 2004


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