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Getting Started as a Financial Planner

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Cover for Getting Started as a Financial Planner
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Jeffrey H. RattinerFirst published 20002 editions

"A guide for financial planners, includes: business plan development, client management, certification, legal compliance, client communication, and marketing strategies"--Provided by publisher.

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First publish date July 20001 credited authorSearch language english

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  • Jeffrey H. Rattiner

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