Deena Katz on Practice Management: For Financial Advisers, Planners, and Wealth Managers: Deena B. Katz
Editorial Reviews
Review
“Every financial planner should read this book. The chapter ‘concierge service’ is worth many times the price on its own.” — David S. Norton, CFP, President , Institute of Financial Planning
“Gives insights on how to make a practice more successful–and it also gives some real perspective on what success is.” — Janet G. McCallen, CAE, Executive Director , International Association for Financial Planning
“This book outlines step-by-step how you can make your practice an efficient, profitable, and highly professional endeavor.” — Don Phillips, President and CEO, Morningstar, Inc.
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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