Deena Katz's complete guide to practice management
tips, tools, and templates for the financial adviser
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Author
Contributions
- Katz, Deena B., 1950- - Contributor
Publication
2009 - Bloomberg Press, New York, New York (State)
Language
English
Word Count
0 words, Guess
Page Count
0 pages
Identifiers
- ISBN-139781576603086
- ISBN-101576603083
- Goodreads6494472
- Library of Congress Control Number2008041700
- OCLC Control Number213854740
and 2 more
- Better World Books9781576603086
- Open LibraryOL22560457M
Classifications
- DDC332.6/2068
- LCCHG179.5 .K38 2009
- LCCHG179.5.K38 2009
Description
"This edition is a revised and updated consolidation of two previously published books, Deena Katz on Practice Management and Deena Katz's Tools and Templates for Your Practice. This new expanded volume includes Katz's most recently tested approaches to managing a financial practice and the latest most effective ways of communicating with clients"--Provided by publisher.
Subjects
Topics
FinanceManagementPersonal FinanceExecutive abilityFinancial plannersHandbooks, manualsInvestment advisorsBusiness enterprisesFinance, Personal -- Handbooks, manuals, etcFinancial planners -- Handbooks, manuals, etcInvestment advisors -- Handbooks, manuals, etcBusiness enterprises -- Finance -- Handbooks, manuals, etc
Genres
- Handbooks, manuals, etc
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