Deena Katz on Practice Management: For Financial Advisers, Planners, and Wealth Managers (Hardcover)
By Deena B. Katz
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Review & Description
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 Details
- Amazon Sales Rank: #415538 in Books
- Published on: 1999-09-15
- Original language: English
- Number of items: 1
- Dimensions: 1.50 pounds
- Binding: Hardcover
- 304 pages
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