What do financial planning clients really want? / (Record no. 19738)
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| ISBN | |
|---|---|
| International Standard Book Number | 9780864607942 |
| DEWEY DECIMAL CLASSIFICATION NUMBER | |
| Call number | 332.024 |
| MAIN ENTRY--PERSONAL AUTHOR | |
| Authors | Evangelidis, James. |
| TITLE STATEMENT | |
| Title | What do financial planning clients really want? / |
| Statement of responsibility, etc. | James Evangelidis. |
| VARYING FORM OF TITLE | |
| Title proper/short title | What do financial planning clients really want? : 20 frank conversations with people on what they think about, and want from, financial planners |
| PUBLICATION, DISTRIBUTION, ETC. (IMPRINT) | |
| Place of publication | Pyrmont, N.S.W. : |
| Publisher | Thomson Reuters, |
| Date | 2012. |
| PHYSICAL DESCRIPTION | |
| Extent | x, 230 p. ; |
| Size | 22 cm. |
| SUMMARY | |
| Summary | With the market becoming more competitive than ever, clients expect more from their advisers to not only guide them through the complexity of investment and risk products but to help protect and grow their financial wealth through quality and professional advice. Never before have financial planners been in a position to make a real and lasting difference for their existing and prospective clients. |
| SUBJECT ADDED ENTRY--TOPICAL TERM | |
| Topical Heading | Finance, Personal |
| General | Planning. |
| SUBJECT ADDED ENTRY--TOPICAL TERM | |
| Topical Heading | Financial planners. |
| ELECTRONIC LOCATION AND ACCESS | |
| Uniform Resource Identifier | <a href="https://uowd.box.com/s/pt7ua7snw6ozp2esihutqufazw66gc49">https://uowd.box.com/s/pt7ua7snw6ozp2esihutqufazw66gc49</a> |
| Public note | Location Map |
| MAIN ENTRY--PERSONAL AUTHOR | |
| -- | 47957 |
| SUBJECT ADDED ENTRY--TOPICAL TERM | |
| -- | 47958 |
| SUBJECT ADDED ENTRY--TOPICAL TERM | |
| -- | 9910 |
| Date last seen | Full call number | Barcode | Cost, replacement price | Price effective from | Koha item type | Lost status | Source of classification or shelving scheme | Damaged status | Not for loan | Withdrawn status | Permanent location | Current location | Shelving location | Date acquired | Source of acquisition |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 26/01/2017 | 332.024 EV WH | T0046075 | 48.75 | 26/01/2017 | REGULAR | Dewey Decimal Classification | University of Wollongong in Dubai | University of Wollongong in Dubai | Main Collection | 20/11/2012 | COOP |