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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 - Chicago: Dearborn Trade, 2001 - xvii, 202 p. : ill. ; 24 cm

ISBN: 9780793144334

Subjects--Topical Terms:
Financial planners

Dewey Class. No.: 332.62 GRE

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