02598nam 2200673 a 450 991083042330332120170816113559.00-470-88532-71-119-20431-31-282-68440-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, etcFinancial plannersInvestment advisorsFinance, PersonalBusiness enterprisesFinance332.068332.6/2068Katz Deena B.1950-1659275Katz Deena B.1950-1659275Katz Deena B.1950-1659275MiAaPQMiAaPQMiAaPQBOOK9910830423303321Deena Katz's complete guide to practice management4013853UNINA