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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 managementtips, tools, and templates for the financial adviser
DK
Deena B. KatzFirst published 20091 editions

"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.

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First publish date 20091 credited authorSearch language english

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  • Deena B. Katz

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