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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Main Authors: | |
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Corporate Authors: | |
Group Author: | |
Published: |
Bloomberg Press,
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Publisher Address: | New York : |
Publication Dates: | 2009. |
Literature type: | eBook |
Language: | English |
Edition: | First edition. |
Subjects: | |
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. |