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Deena Katz’s Complete Guide to Practice Management: Tips, Tools, and Templates for the Financial Adviser $40.90 Deena Katz is a true leader in the financial planning community. The author of two of the best-selling practice-management books for advisers and a popular keynote speaker at industry conferences, she is also chairman of Evensky & Katz, one of the top planning firms in the country. Now Katzs acclaimed Deena Katz on Practice Management and Deena Katz’s Tools and Templates for Your Practice have bee… |
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Deena Katz’s Tools and Templates for Your Practice: For Financial Advisors, Planners, and Wealth Managers $60.00 This nuts-and-bolts book expands on the time-saving approaches of the author’s acclaimed book, Deena Katz on Practice Management, by providing-and explaining how to use-the actual checksheets, forms, presentations, and procedures developed and refined by Evensky Brown & Katz and other top wealth managers and planners. Deena Katz brings together, as no one else could, the collective knowledge an… |
