Deena Katz's complete guide to practice management
Subtitle: tips, tools, and templates for the financial adviser
By: Deena B. Katz.
Contributors: Katz, Deena B., 1950-; Katz, Deena B., 1950-
Publisher: Bloomberg Press
Published: 2009
Place of publication: New York
Language: eng
ISBN-13: 9781576603086
Subjects: Financial planners -- Handbooks, manuals, etc; Investment advisors -- Handbooks, manuals, etc; Finance, Personal -- Handbooks, manuals, etc; Business enterprises -- Finance -- Handbooks, manuals, etc
Genres: Handbooks, manuals, etc.
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.
Notes: Includes bibliographical references and index.