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Financial Advisors Resources Books



Scott West, Mitch Anthony, Storyselling for Financial Advisors: How Top Producers Sell, Dearborn Trade, a Kaplan Professional Company, 2000.



Stephen Gresham, Evan Cooper, Attract and Retain the Affluent Investor: Winning Tactics for Today's Financial Advisor, Dearborn Trade, a Kaplan Professional Company, 2001.



Harold R. Evensky, Wealth Management: The Financial Advisor's Guide to Investing and Managing Your Client's Assets, MacGraw-Hill, 1996.



Ross Levin, The Wealth Management Index: The Financial Advisor's System for Assessing & Managing Your Client's Plans & Goals, MacGraw-Hill, 1996.



Jerome Schneider, How to Own Your Own Private International Bank: For Profit, Privacy, and Tax Protection, Prima Lifestyle, 1998.



Roy C. Smith, Ingo Walter, Global Banking (Economics & Finance), Oxford University Press, 2003.




Other Categories -- Resources Books

              Private Banks and Private Banking / Hedge Fund / Offshore Trust and Offshore Asset Management / International Tax Planning / Others


Regional Resources BooksUnited States of America / Other Countries and Regions


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