Deena Katz's Complete Guide to Practice Management: Tips, Tools, and Templates for the Financial Adviser AUTH-13998161 character-rich

character-rich

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Deena Katz's Complete Guide to Practice Management: Tips, Tools, and Templates for the Financial Adviser AUTH-13998161 character-richDeena B. Katz, CFP, a preeminent authority on practice management and an internationally recognized financial adviser, presents a comprehensive guide to running a professional financial planning practice. To create this book, Katz updated, revised, and combined her two acclaimed books Deena Katz on Practice Management (1999) and Deena Katz's Tools and Templates for Your Practice (2001). In this newly expanded volume, she presents the essentials on how