[Mobile pdf] Deena Katz's Complete Guide to Practice Management: Tips, Tools, and Templates for the Financial Adviser (Bloomberg Financial)






#1415890 in eBooks 2010-05-13 2010-05-13File Name: B003NE6220

0 of 0 people found the following review helpful. An amazing book full of useful information and very appropriate templatesBy Maria MarsalaAn amazing book full of useful information and very appropriate templates. You'll never have to start a template from scratch, Ms. Katz provides you with useable, well thought out templates.2 of 2 people found the following review helpful. Deena Katz's Complete Guide to Practice ManagementBy William DuncanI would recommend this book to anyone new to the finDeena B. Katz, CFP, a preeminent authority on practice management and an internationally recognized financial adviser, presents a comprehensive guide to running a professional financial planning practice. To create this book, Katz updated, revised, and combined her two acclaimed books Deena Katz on Practice Management (1999) and Deena Katz's Tools and Templates for Your Practice (2001). In this newly expanded volume, she presents the essentials on how to help a practice thrive side by side wi...


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