Title: Deena Katz's complete guide to practice management
Subtitle: tips, tools, and templates for the financial adviser
First published: 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: Handbooks, manuals, Investment advisors, Financial planners, Finance, Business enterprises, Personal Finance, Executive ability, Management
LC classification: HG179.5 .K38 2009