Ehrlich, Evelyn, 1950- The financial services marketing handbook : tactics and techniques that produce results / Evelyn Ehrlich and Duke Fanelli. - 2nd ed. - Hoboken, N.J. : Bloomberg Press, c2012. - xi, 196 p. : ill. ; 26 cm. - Bloomberg financial series. . Includes bibliographical references and index ISBN: 9781118065716 Subjects--Topical Terms: Customer relations.Financial planners--Marketing.Financial services industry--Computer network resources.Financial services industry--Marketing.--United States