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Deena Katz on Practice Management: For Financial Advisers, Planners, and Wealth Managers
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ISBN: 157660070X
Author: Deena B. Katz
Condition: New
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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Deena Katz on Practice Management: For Financial Advisers, Planners, and Wealth Managers