02770nam 2200745 a 450 991101963340332120200520144314.0978661268440197804708853210470885327978111920431211192043139781282684409128268440X97804708833100470883316(CKB)2560000000011276(EBL)537349(OCoLC)638860396(SSID)ssj0000400525(PQKBManifestationID)12156076(PQKBTitleCode)TC0000400525(PQKBWorkID)10394775(PQKB)10045286(MiAaPQ)EBC537349(Perlego)1008804(EXLCZ)99256000000001127620081002d2009 uy 0engur|n|---|||||txtccrDeena Katz's complete guide to practice management 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.9781576603086 1576603083 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 FinancialComplete guide to practice managementFinancial plannersHandbooks, manuals, etcInvestment advisorsHandbooks, manuals, etcFinance, PersonalHandbooks, manuals, etcBusiness enterprisesFinanceHandbooks, manuals, etcFinancial plannersInvestment advisorsFinance, PersonalBusiness enterprisesFinance332.6/2068Katz Deena B.1950-1841018Katz Deena B.1950-1841018Katz Deena B.1950-1841018MiAaPQMiAaPQMiAaPQBOOK9911019633403321Deena Katz's complete guide to practice management4420616UNINA