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Deena Katz's complete guide to practice management : tips, tools and templates for the financial adviser /

"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 a...

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Bibliographic Details
Main Author: Katz, Deena B., 1950-
Format: eBook
Language:English
Language Notes:English.
Published: New York : Bloomberg Press, 2009.
Edition:1st ed.
Series:Bloomberg Financial.
Subjects:
Financial planners > Handbooks, manuals, etc.
Investment advisors > Handbooks, manuals, etc.
Finance, Personal > Handbooks, manuals, etc.
Business enterprises > Finance > Handbooks, manuals, etc.
Online Access:Connect to the full text of this electronic book
Description
Summary:"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.
Physical Description:1 online resource (xiii, 351 pages) : illustrations
Bibliography:Includes bibliographical references (pages 339-341) and index.
ISBN:9781119204312
1119204313
9780470883310
0470883316
9780470885321
0470885327
9786612684401
6612684402