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  | | The Investment Think Tank(1st Edition) Theory, Strategy, and Practice For Advisers by Harold Evensky Cfp, Deena B. Katz, Harold R. Evensky, Evensky Katz, Harold Evenskyharold Evensky Hardcover, 432 Pages, Published 2004 by Bloomberg Press ISBN-13: 978-1-57660-165-5, ISBN: 1-57660-165-X "The best investment practitioners, the ones who get results, rely not just on their instincts and experience but on the insights of the trailblazers in their field the people who interpret, challenge, and even devise the strategies and tools that shape investment management. But when you′re in the trenches serving clients and running a business the voices at the front can have trouble getting through, and you may sometimes wonder ..." |
 | | Retirement Income Redesigned(1st Edition) Master Plans for Distribution -- An Adviser's Guide for Funding Boomers' Best Years (Bloomberg Financial) by Walter Updegrave, Harold Evensky Cfp, Deena B. Katz, April K. Caudill, Evensky Katz, Harold R. Evensky Hardcover, 370 Pages, Published 2006 by Bloomberg Press ISBN-13: 978-1-57660-189-1, ISBN: 1-57660-189-7 |
 | | Deena Katz's Tools and Templates for Your Practice For Financial Advisors, Planners, and Wealth Managers by Deena B. Katz Paperback, 288 Pages, Published 2001 by Bloomberg Press ISBN-13: 978-1-57660-084-9, ISBN: 1-57660-084-X "Following on the heels of the author's immensely popular book, Deena Katz on Practice Management, this nuts-and-bolts resource illustrates its predecessor's time-saving concepts. Deena Katz's Tools and Templates for Your Practice elaborates on the first book's concepts by providing and explaining how to use the actual check sheets, forms, and procedures developed by top wealth managers and planners. It offers financial planners and advi ..." |
 | | Deena Katz's Complete Guide to Practice Management(1st Edition) Tips, Tools, and Templates for the Financial Adviser (Bloomberg Financial) by Deena B. Katz Paperback, 400 Pages, Published 2009 by Bloomberg Press ISBN-13: 978-1-57660-308-6, ISBN: 1-57660-308-3 "Deena 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 present ..." |
 | | Bloomberg Financial Ser. Retirement Income Redesigned : Master Plans for Distribution - An Adviser's Guide for Funding Boomers' Best Years 52 by Harold Evensky, Deena B. Katz, Cfp Harold Evensky 370 Pages, Published 2010 by John Wiley & Sons ISBN-13: 978-0-470-88505-5, ISBN: 0-470-88505-X "What if a client is willing to accept lower real spending later in retirement, so that he can withdraw more money earlier in retirement? Alternatively, what if a client is willing to roll the dice on her investment returns, hoping that she's not affected by a major bear market in stocks during retirement? Let's explore these possibilities. Spending More Now, Less Later In The Prosperous Retirement: Guide to the New Reality (Emstco, ..." |
 | | Bloomberg Financial Deena Katz's Complete Guide to Practice Management : Tips, Tools, and Templates for the Financial Adviser 64 by Deena B. Katz 400 Pages, Published 2010 by John Wiley & Sons ISBN-13: 978-0-470-88532-1, ISBN: 0-470-88532-7 "In his January 2008 market letter, Harold R. Evensky, president of Evensky & Katz Wealth Management, a Coral Gables, Florida–based firm, reminds investors in his own easy-to-understand fashion how lower stock prices offer “sale price” opportunities. Well-aware that investors often have the urge to sell their assets when stock prices are declining, Evensky offers his readers this simple investing strategy advice in his letter to cli ..." |
 | | Investment Think Tank by Harold Evensky Paperback, Published 2005 by Bloomberg Press ISBN-13: 978-1-57660-186-0, ISBN: 1-57660-186-2 |
 | | Advisory Leadership(1st Edition) Using the Seven Steps of Heart Culture to Create Lasting Success for Any Wealth Management Firm by Gregory H. Friedman, Deena B. Katz Hardcover, 176 Pages, Published 2015 by Wiley ISBN-13: 978-1-119-13608-8, ISBN: 1-119-13608-3 |
 | | The Investment Think Tank Theory, Strategy, and Practice for Advisers by Harold Evensky, Deena B. Katz 432 Pages, Published 2004 by Bloomberg Press ISBN-13: 978-1-4175-5256-6, ISBN: 1-4175-5256-5 "The best investment practitioners, the ones who get results, rely not just on their instincts and experience but on the insights of the trailblazers in their field the people who interpret, challenge, and even devise the strategies and ..." |
 | | The Investment Think Tank Theory, Strategy, and Practice for Advisers by Harold Evensky, Deena B. Katz 404 Pages, Published 2004 ISBN-13: 978-1-57660-199-0, ISBN: 1-57660-199-4 "The best investment practitioners, the ones who get results, rely not just on their instincts and experience but on the insights of the trailblazers in their field the people who interpret, challenge, and even devise the strategies and ..." |
 | | Deena Katz on Practice Management(1st Edition) For Financial Advisers, Planners, and Wealth Managers by Deena B. Katz, Ross Levin Hardcover, 308 Pages, Published 1999 by Bloomberg Press ISBN-13: 978-1-57660-070-2, ISBN: 1-57660-070-X "Deena Katz, one of America's most sought after financial advisers, shares her management expertise in this guide to strengthening a financial planning or advising practice. Drawing on 20 years' experience, Katz explains the essential nuts and bolts for surviving and thriving as a financial planner. She shows planners how to develop a client-centered marketing approach and how to expand their business at a comfortable, manageable pace." |
 | | Deena Katz on Practice Management(Updated) by Deena B. Katz Hardcover, 308 Pages, Published 2005 by Jaico Publishing House Import ISBN-13: 978-81-7224-844-4, ISBN: 81-7224-844-X "This Book Is Compiled From Over 1,000 Hours Of Interviews And Networking With Some Of The Most Creative And Successful Practitioners In The Field." |
 | | Bloomberg Financial Deena Katz's Complete Guide to Practice Management : Tips, Tools, and Templates for the Financial Adviser 64 Published 2015 ISBN-13: 978-1-119-20431-2, ISBN: 1-119-20431-3 |
 | | Bloomberg Financial Ser. Virtual-Office Tools for a High-Margin Practice : How Client-Centered Financial Advisers Can Cut Paperwork, Overhead, and Wasted Hours 38 by David J. Drucker , Joel P. Bruckenstein 288 Pages, Published 2010 by John Wiley & Sons ISBN-13: 978-0-470-88276-4, ISBN: 0-470-88276-X |
 | | Practice Made Perfect The Discipline of Business Management for Financial Advisers by Mark C. Tibergien , Rebecca Pomering 304 Pages, Published 2010 by John Wiley And Sons ISBN-13: 978-0-470-88495-9, ISBN: 0-470-88495-9 |
 | | Bloomberg Financial Ser. RIA's Compliance Solution Book : Answers for the Critical Questions 57 by Elayne Robertson Demby 297 Pages, Published 2010 by John Wiley & Sons ISBN-13: 978-0-470-88508-6, ISBN: 0-470-88508-4 |
 | | Bloomberg Financial Ser. Creating a Private Foundation : The Essential Guide for Donors and Their Advisers 47 by Roger D. Silk , James W. Lintott 226 Pages, Published 2010 by John Wiley & Sons ISBN-13: 978-0-470-88482-9, ISBN: 0-470-88482-7 |
 | | Bloomberg Financial How to Value, Buy, or Sell a Financial Advisory Practice : A Manual on Mergers, Acquisitions, and Transition Planning 58 by Mark C. Tibergien , Owen Dahl 331 Pages, Published 2010 by John Wiley And Sons ISBN-13: 978-0-470-88498-0, ISBN: 0-470-88498-3 |
 | | Guerrilla Marketing for Financial Advisors by Grant W. Hicks , Jay Conrad Levinson Paperback, 294 Pages, Published 2006 by Trafford Publishing ISBN-13: 978-1-4120-0399-5, ISBN: 1-4120-0399-7 |
 | | The New Wealth Management(1st Edition) The Financial Advisors Guide to Managing and Investing Client Assets (CFA Institute Investment Series) by Harold Evensky Cfp , Stephen M. Horan , Thomas R. Robinson , Roger Ibbotson Hardcover, 480 Pages, Published 2011 by Wiley ISBN-13: 978-0-470-62400-5, ISBN: 0-470-62400-0 |
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