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Home > Financial Information Sources > Wealth Management > Wealth Management Teams

Financial Information Sources

Wealth Management Teams

Steven Drozdeck, Lyn Fisher
Logan, Utah: Financial Forum Publishing, 2005
160pp, ISBN: 978-0-9745175-4-4

This is a practical investor guide to selecting and evaluating the best financial advisors and wealth management teams. It presents detailed case studies from a series of high-level financial industry teams that explore how they deliver superior levels of advice and service to their clients.

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