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  | | 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 ..." |
 | | Investment Think Tank by Harold Evensky Paperback, Published 2005 by Bloomberg Press ISBN-13: 978-1-57660-186-0, ISBN: 1-57660-186-2 |
 | | 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 ..." |
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