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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."
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