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by Priest, William W., Bleiberg, Steven D., Welhoelter, Michael A., Keefe, John
Published 2016
Table of Contents:
“...Part I: Culture -- Part II: Philosophy and methodology -- Part III: Technology...”Published 2016
Wiley
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The efficient practice : transform and optimize your financial advisory practice for greater profits
Table of Contents:
“...Introduction -- Management efficiency -- The efficient management philosophy -- Managing resources...”
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by Stewart, Scott Dudley, Piros, Christopher Dixon, Heisler, Jeffrey
Published 2019
Table of Contents:
“...6.4 The Five Key Elements of the Investment Process -- Introduction -- Philosophy of the Strategy...”Published 2019
John Wiley & Sons, Inc.
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