Электронная книга: Deena Katz B. «Deena Katz's Complete Guide to Practice Management. Tips, Tools, and Templates for the Financial Adviser»
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 presents the essentials on how to help a practice thrive side by side with the tools and templates needed for the everyday operation of your firm. This new volume offers guidance on practice-management issues: setting up an office systems and technology administration and staffing marketing growing as the market changes hanging on to clients for the long term succession planning when the time comes This comprehensive resource provides sample forms, worksheets, templates, letters, brochures, and collateral materials developed and refined by top wealth managers and planners. From keeping the business running well by designing dynamic collateral material, to considering plans for retirement, Deena B. Katz guides advisers through every challenge a financial planning business will face. Издательство: "John Wiley&Sons Limited (USD)"
ISBN: 9780470883310 электронная книга Купить за 4877.96 руб и скачать на Litres |
Другие книги схожей тематики:
Автор | Книга | Описание | Год | Цена | Тип книги |
---|
См. также в других словарях:
Deena Katz — Deena B. Katz (Born February 12, 1950[1]) is an American Certified Financial Planner, author, and president of the Miami, FL investment firm Evensky Katz. She also serves as a Practitioner in Residence at Texas Tech University. Biography Katz… … Wikipedia
Harold Evensky — (Born September 9, 1942 [Miami Today Advertisement, September 2002] ) is a Certified Financial Planner (CFP), an Accredited Investment Fiduciary (AIF) and president of Evensky Katzhttp://www.fpanet.org/member/meetings/online education/09 14… … Wikipedia
Adrian College — Established 1859 Type Private Endowment $37.8 million President Jeffery Docking Academic staff 86 … Wikipedia
Dancing with the Stars (U.S. TV series) — For the current season, see Dancing with the Stars (U.S. season 13). Dancing with the Stars Format Dance competition Created … Wikipedia
Dreamgirls (film) — Dreamgirls Theatrical release poster Directed by Bill Condon Produced by … Wikipedia
Liste der Biografien/Kas–Kat — Biografien: A B C D E F G H I J K L M N O P Q … Deutsch Wikipedia