Deena Katz on Practice Management: For Financial Advisers, Planners, and Wealth Managers
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Deena Katz, one of America's most sought after financial advisers, shares her management expertise in this guide to strengthening a financial planning or advising practice. Drawing on 20 years' experience, Katz explains the essential nuts and bolts for surviving and thriving as a financial planner. She shows planners how to develop a client-centered marketing approach and how to expand their business at a comfortable, manageable pace.
Product Information
- Author Deena B. Katz
- E A N List
- Edition 1st
- I S B N 157660070X
- Manufacturer Bloomberg Press
- Number Of Items 1
- Number Of Pages 304
- Publication Date 1999-09-15
- S K U 803068104
- Studio Bloomberg Press
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