Tools and Techniques of Financial Planning / Edition 3 available in Paperback
- Pub. Date:
- National Underwriter Company
Put your clients on the path to financial success by crafting the ultimate financial plan for their unique needs. Tools & Techniques of Financial Planning’s systematic approach to planning will give you the solid foundation of skills and knowledge needed to gain client trust and earn more business. You’ll learn how to relate the products you offer to each client’s unique needs and circumstances.