02629nam 2200685 a 450 991013921430332120170816113559.00-470-88532-71-119-20431-31-282-68440-X97866126844010-470-88331-6(CKB)2560000000011276(EBL)537349(OCoLC)638860396(SSID)ssj0000400525(PQKBManifestationID)12156076(PQKBTitleCode)TC0000400525(PQKBWorkID)10394775(PQKB)10045286(MiAaPQ)EBC537349(EXLCZ)99256000000001127620081002d2009 uy 0engur|n|---|||||txtccrDeena Katz's complete guide to practice management[electronic resource] tips, tools and templates for the financial adviser /Deena B. Katz1st ed.New York Bloomberg Press20091 online resource (369 p.)Bloomberg Financial ;v.64Description based upon print version of record.1-57660-308-3 Includes bibliographical references (p. 339-341) and index.pt. 1. The business -- pt. 2. The staff -- pt. 3. The client -- pt. 4. The process."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.Bloomberg FinancialFinancial plannersHandbooks, manuals, etcInvestment advisorsHandbooks, manuals, etcFinance, PersonalHandbooks, manuals, etcBusiness enterprisesFinanceHandbooks, manuals, etcElectronic books.Financial plannersInvestment advisorsFinance, PersonalBusiness enterprisesFinance332.068332.6/2068Katz Deena B.1950-916510Katz Deena B.1950-916510Katz Deena B.1950-916510MiAaPQMiAaPQMiAaPQBOOK9910139214303321Deena Katz's complete guide to practice management2054507UNINA