Jean L. P. Brunel

Jean L. P. Brunel — Goals-Based Wealth Management

Take a more active role in strategic asset allocation, Goals-Based Wealth Management is a manual for protecting and growing client wealth in a way that changes both the services and profitability of the firm. Written by a 35-year veteran of international wealth education and analysis, this informative guide explains a new approach to wealth [...]
Яндекс.Метрика