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
Wealth Management(1st Edition) The Financial Advisor's Guide to Investing and Managing Client Assets by Harold R. Evensky Hardcover, 481 Pages, Published 1997 by Mcgraw-Hill ISBN-13: 978-0-7863-0478-3, ISBN: 0-7863-0478-2
Bloomberg Financial Ser. Retirement Income Redesigned : Master Plans for Distribution - An Adviser's Guide for Funding Boomers' Best Years 52 by HaroldEvensky , Deena B. Katz , CfpHaroldEvensky 370 Pages, Published 2010 by John Wiley & Sons ISBN-13: 978-0-470-88505-5, ISBN: 0-470-88505-X
Advisory Leadership Using the Seven Steps of Heart Culture to Propel Any Wealth Management Firm to Continued Growth by Greg Friedman 176 Pages, Published 2015 by John Wiley & Sons ISBN-13: 978-1-119-13610-1, ISBN: 1-119-13610-5