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

Deena B. Katz




[PDF.iy31] Deena Katz's Complete Guide to Practice Management: Tips, Tools, and Templates for the Financial Adviser (Bloomberg Financial)

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 | #1120159 in eBooks |  2010-05-13 |  2010-05-13 | File type: PDF

||0 of 0 people found the following review helpful.| An amazing book full of useful information and very appropriate templates|By Maria Marsala|An 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 Compl| |"Never has so much useful, practical information been compiled in one place for the financial advisory practice."
—Bob Veres
Publisher, Inside Information newsletter
www.bobveres.com |"The chapter 'The Killer Process' alo

Deena 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 t...

You can specify the type of files you want, for your device.Deena Katz's Complete Guide to Practice Management: Tips, Tools, and Templates for the Financial Adviser (Bloomberg Financial)   |  Deena B. Katz. A good, fresh read, highly recommended.

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