Deena Katz's Complete Guide to Practice Management 在线电子书 pdf 下载 txt下载 epub 下载 mobi 下载 2024

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Katz, Deena B. 作者

译者

2009-1 出版日期

400 页数

502.00 价格

丛书系列

9781576603086 图书编码

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发表于2024-11-29

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Deena Katz's Complete Guide to Practice Management 在线电子书 epub 下载 mobi 下载 pdf 下载 txt 下载 2024

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Deena Katz's Complete Guide to Practice Management 在线电子书 pdf 下载 txt下载 epub 下载 mobi 在线电子书下载

Deena Katz's Complete Guide to Practice Management 在线电子书图书描述

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 guidesadvisers through every challenge a financial planning business will face.

Deena Katz's Complete Guide to Practice Management 在线电子书下载 mobi epub pdf txt 在线电子书下载

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