"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 ..."
"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 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 ..."
Advisory Leadership(1st Edition) Using the Seven Steps of Heart Culture to Create Lasting Success for Any Wealth Management Firm by Gregory H. Friedman , DeenaB. Katz Hardcover, 176 Pages, Published 2015 by Wiley ISBN-13: 978-1-119-13608-8, ISBN: 1-119-13608-3
DeenaKatz's Complete Guide to Practice Management(1st Edition) Tips, Tools, and Templates for the Financial Adviser (Bloomberg Financial) by DeenaB. Katz Paperback, 400 Pages, Published 2009 by Bloomberg Press ISBN-13: 978-1-57660-308-6, ISBN: 1-57660-308-3
DeenaKatz on Practice Management(1st Edition) For Financial Advisers, Planners, and Wealth Managers by DeenaB. Katz , Ross Levin Hardcover, 308 Pages, Published 1999 by Bloomberg Press ISBN-13: 978-1-57660-070-2, ISBN: 1-57660-070-X
Bloomberg Financial Ser. Retirement Income Redesigned : Master Plans for Distribution - An Adviser's Guide for Funding Boomers' Best Years 52 by Harold Evensky , DeenaB. Katz , Cfp Harold Evensky 370 Pages, Published 2010 by John Wiley & Sons ISBN-13: 978-0-470-88505-5, ISBN: 0-470-88505-X