MARC Record from marc_nuls

LEADER: 02393cam 22003254a 4500
001 9920698560001661
005 20150423131209.0
008 030711s2004 nju 001 0 eng
010 $a 2003015790
020 $a1576601250 (alk. paper)
035 $a(CSdNU)u188069-01national_inst
035 $a(OCoLC)52622255
035 $a(OCoLC)52622255
040 $aDLC$cDLC$dOCLCQ$dOrPss
042 $apcc
049 $aCNUM
050 00 $aHG179.5$b.R69 2004
082 00 $a332.6/2/092$222
100 1 $aRowland, Mary.
245 10 $aIn search of the perfect model :$bthe distinctive business strategies of leading financial planners /$cby Mary Rowland.
250 $a1st ed.
260 $aPrinceton :$bBloomberg Press,$c2004.
300 $axxviii, 233 p. ;$c25 cm.
500 $aIncludes index.
505 0 $aThe Planners -- Introduction: Inside Stories -- The Quest -- A Profession Comes of Age -- Identity Crisis -- Known Quantities -- The Seekers -- The Hourly Planner -- Sharon Rich: An Hour's Worth -- Sheryl Garrett: When Less Is More -- The Niche Planner -- Myra Salzer: The Rich Niche -- James Lowell: Giving Back -- Cicily Carson Maton: Port in a Storm -- Tom Connelly: Birds of a Feather -- Janet Briaud: Higher Learning -- Christopher Street Financial: The Trust Factor -- The Multiclient Family Office -- Mark Spangler: Birthing a Clan -- Darcy Garner Bhatia: Close Relations -- Charlie Haines: The Care of Kith and Kin -- The Large Firm -- Harold Evensky and Deena Katz: Starting Over -- BBR Partners: The Big Boutique -- The Regional Firm -- Eleanor Blayney: Getting There From Here -- Tim Kochis: Executive Decisions -- Peggy Ruhlin: Tight Ships and Smooth Sailing -- The Sole Practitioner -- Judy Shine: Singular Sensation -- The Maverick -- George Kinder: Zen and the Art of Financial Planning -- Richie Lee: Human Capital, the Ultimate Alternative -- Robert Willard: Taking Care of Business -- The Virtual Office -- Dave Yeske: The Pared-Down Practice -- Ben Utley: Have Keyboard Will Plan -- New Findings -- Life Planning: Whose Job Is It Anyway? -- The Fuss About Fees -- Outsourcing: Only What Comes Naturally.
650 0 $aFinancial planners.
650 0 $aInvestment advisors.
949 $aHG179.5 .R69 2004$i31786101589296
994 $a92$bCNU
999 $aHG 179.5 .R69 2004$wLC$c1$i31786101589296$d9/14/2010$e8/26/2010 $lCIRCSTACKS$mNULS$n12$rY$sY$tBOOK$u2/24/2004