Deena Katz on Practice Management: For Financial Advisers, Planners, and Wealth Managers
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Language: English
Published by Bloomberg Pr, 1999
- Hardcover
- Used
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- Title
- Deena Katz on Practice Management: For Financial Advisers, Planners, and Wealth Managers
- Author
- Deena B. Katz
- Publisher
- Bloomberg Pr
- Publication year
- 1999
- Condition
- very good
- Binding
- Hardcover
- Language
- English
- ISBN 10
- 157660070X
- ISBN 13
- 9781576600702
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.
"Synopsis" may belong to another edition of this title.
About the Author
Deena B. Katz, CFP, is president of Evensky, Brown & Katz, a financial planning firm in Coral Gables, Florida. She has been named one of the Best Financial Planners by Worth magazine. She speaks frequently at national and international conferences for organizations such as the ICFP, IAFP, AICPA, NAPFA, and the AIFP.
"About the title" may belong to another edition of this title.
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