Succession Planning for Financial Advisors: Building an Enduring Business (Wiley Finance)

Financial Planning & Analysis and Performance Management (Wiley Finance)

The History of Financial Planning: Transformation Services (Wiley Finance)

Wealth Exposed: Insurance Planning for High Net Worth Individuals and Their Advisors (Wiley Finance)

Middle Market M & A: Handbook for Advisors, Investors, and Business Owners (Wiley Finance)