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Deena Katz's Complete Guide to Practice Management : Tips, Tools, and Templates for the Financial Adviser

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Deena Katz's Complete Guide to Practice Management : Tips, Tools, and Templates for the Financial Adviser by Katz, Deena B., 9781576603086
Note: Supplemental materials are not guaranteed with Rental or Used book purchases.
  • ISBN: 9781576603086 | 1576603083
  • Cover: Paperback
  • Copyright: 1/6/2009
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    $45.86
Deena Katzis one of the best known and respected voices in financial planning circles, and her two acclaimed books - Deena Katz on Practice Managementand Deena Katz's Tools and Templates for Your Practice- have now been combined and expanded into one updated volume. This new title gives financial advisers access to the industry's leading insights and innovations from the best practices of her own firm and those of other nationally-known advisers.Covering issues such as positioning the business, staff structures, segmenting the client base and the future of the industry, Deena Katz has provided a single-volume text that will be essential reading for any financial planner or adviser, whether they are new to the industry or an experienced practitioner.

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