LEADER 02770nam 2200745 a 450 001 9911019633403321 005 20200520144314.0 010 $a9786612684401 010 $a9780470885321 010 $a0470885327 010 $a9781119204312 010 $a1119204313 010 $a9781282684409 010 $a128268440X 010 $a9780470883310 010 $a0470883316 035 $a(CKB)2560000000011276 035 $a(EBL)537349 035 $a(OCoLC)638860396 035 $a(SSID)ssj0000400525 035 $a(PQKBManifestationID)12156076 035 $a(PQKBTitleCode)TC0000400525 035 $a(PQKBWorkID)10394775 035 $a(PQKB)10045286 035 $a(MiAaPQ)EBC537349 035 $a(Perlego)1008804 035 $a(EXLCZ)992560000000011276 100 $a20081002d2009 uy 0 101 0 $aeng 135 $aur|n|---||||| 181 $ctxt 182 $cc 183 $acr 200 10$aDeena Katz's complete guide to practice management $etips, tools and templates for the financial adviser /$fDeena B. Katz 205 $a1st ed. 210 $aNew York $cBloomberg Press$d2009 215 $a1 online resource (369 p.) 225 1 $aBloomberg Financial ;$vv.64 300 $aDescription based upon print version of record. 311 08$a9781576603086 311 08$a1576603083 320 $aIncludes bibliographical references (p. 339-341) and index. 327 $apt. 1. The business -- pt. 2. The staff -- pt. 3. The client -- pt. 4. The process. 330 $a"This edition is a revised and updated consolidation of two previously published books, Deena Katz on Practice Management and Deena Katz's Tools and Templates for Your Practice. This new expanded volume includes Katz's most recently tested approaches to managing a financial practice and the latest most effective ways of communicating with clients"--Provided by publisher. 410 0$aBloomberg Financial 517 3 $aComplete guide to practice management 606 $aFinancial planners$vHandbooks, manuals, etc 606 $aInvestment advisors$vHandbooks, manuals, etc 606 $aFinance, Personal$vHandbooks, manuals, etc 606 $aBusiness enterprises$xFinance$vHandbooks, manuals, etc 615 0$aFinancial planners 615 0$aInvestment advisors 615 0$aFinance, Personal 615 0$aBusiness enterprises$xFinance 676 $a332.6/2068 700 $aKatz$b Deena B.$f1950-$01841018 701 $aKatz$b Deena B.$f1950-$01841018 701 $aKatz$b Deena B.$f1950-$01841018 801 0$bMiAaPQ 801 1$bMiAaPQ 801 2$bMiAaPQ 906 $aBOOK 912 $a9911019633403321 996 $aDeena Katz's complete guide to practice management$94420616 997 $aUNINA