Download E-books Deena Katz on Practice Management: For Financial Advisers, Planners, and Wealth Managers PDF

By Deena B. Katz

Deena Katz, one in all America's so much wanted monetary advisers, stocks her administration services during this consultant to strengthening a monetary making plans or advising perform. Drawing on twenty years' event, Katz explains the fundamental nuts and bolts for surviving and thriving as a monetary planner. She exhibits planners find out how to boost a client-centered advertising strategy and the way to extend their company at a snug, achievable pace.

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