Deena Katz on Practice Management: For Financial Advisers, Planners, and Wealth Managers
Deena Katz on Practice Management: For Financial Advisers, Planners, and Wealth Managers
Editorial Reviews
Don Phillips, President and CEO, Morningstar, Inc.
"This book outlines step-by-step how you can make your practice an efficient, profitable, and highly professional endeavor."
Janet G. McCallen, CAE, Executive Director , International Association for Financial Planning
"Gives insights on how to make a practice more successful--and it also gives some real perspective on what success is."
Deena Katz on Practice Management: For Financial Advisers, Planners, and Wealth Managers
Deena Katz on Practice Management: For Financial Advisers, Planners, and Wealth Managers,Deena B. Katz,Bloomberg Press,157660070X,Accounting - General,Business & Economics,Business / Economics / Finance,Business enterprises,Business/Economics,Entrepreneurship,Executive Management,Finance,Financial planners,General,Handbooks, manuals, etc,Investment Analysis,Management - General,Budgeting & financial management,Finance & Accounting,Management & management techniques,Ownership & organization of enterprises
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