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Record Nr. |
UNINA9910139214303321 |
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Autore |
Katz Deena B. <1950-> |
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Titolo |
Deena Katz's complete guide to practice management [[electronic resource] ] : tips, tools and templates for the financial adviser / / Deena B. Katz |
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Pubbl/distr/stampa |
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New York, : Bloomberg Press, 2009 |
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ISBN |
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0-470-88532-7 |
1-119-20431-3 |
1-282-68440-X |
9786612684401 |
0-470-88331-6 |
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Edizione |
[1st ed.] |
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Descrizione fisica |
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1 online resource (369 p.) |
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Collana |
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Bloomberg Financial ; ; v.64 |
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Altri autori (Persone) |
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Disciplina |
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Soggetti |
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Financial planners |
Investment advisors |
Finance, Personal |
Business enterprises - Finance |
Electronic books. |
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Lingua di pubblicazione |
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Formato |
Materiale a stampa |
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Livello bibliografico |
Monografia |
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Note generali |
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Description based upon print version of record. |
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Nota di bibliografia |
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Includes bibliographical references (p. 339-341) and index. |
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Nota di contenuto |
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pt. 1. The business -- pt. 2. The staff -- pt. 3. The client -- pt. 4. The process. |
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Sommario/riassunto |
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"This edition is a revised and updated consolidation of two previously published books, Deena Katz on Practice Management and Deena Katz's Tools and Templates for Your Practice. This new expanded volume includes Katz's most recently tested approaches to managing a financial practice and the latest most effective ways of communicating with clients"--Provided by publisher. |
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