Deena Katz on Practice Management: For Financial Advisers, Planners, and Wealth Managers |
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| Title: | Deena Katz on Practice Management: For Financial Advisers, Planners, and Wealth Managers |
| Author: | Deena B. Katz |
| Publisher: | Bloomberg Press |
| Type: | Book / Hardcover |
| Publication Date: | 15 September, 1999 |
| ISBN / ISBN-13: | 157660070X / 9781576600702 |
| List Price: | $55.00 |
| You Save: | $42.73 |
| Amazon Price: | $12.27 (via Amazon marketplace seller) |
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Editorial Review / Publisher's Information:
Product 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.
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