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Deena Katz's complete guide to practice management : tips, tools and templates for the financial adviser /

"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 a...

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Bibliographic Details
Main Authors: Katz, Deena B., 1950 (Author)
Corporate Authors: Wiley InterScience Online service
Group Author: Katz, Deena B., 1950- (Editor)
Published: Bloomberg Press,
Publisher Address: New York :
Publication Dates: 2009.
Literature type: eBook
Language: English
Edition: First edition.
Subjects:
Financial planners > Handbooks, manuals, etc
Investment advisors > Handbooks, manuals, etc
Finance, Personal > Handbooks, manuals, etc
Business enterprises > Finance > Handbooks, manuals, etc
BUSINESS & ECONOMICS > Investments & Securities > General
Business enterprises > Finance
Finance, Personal
Financial planners
Investment advisors
Electronic books
Handbooks and manuals
Online Access: http://onlinelibrary.wiley.com/book/10.1002/9781119204312
Summary: "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.
Carrier Form: 1 online resource (xiii, 351 pages) : illustrations
Bibliography: Includes bibliographical references (pages 339-341) and index.
ISBN: 9781119204312
1119204313
9780470883310
0470883316
9780470885321
0470885327
Index Number: HG179
CLC: F830.59
Contents: pt. 1. The business -- pt. 2. The staff -- pt. 3. The client -- pt. 4. The process.

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