Deena Katz on Practice Management: For Financial Advisers, Planners, and Wealth Managers Review

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Deena Katz on Practice Management: For Financial Advisers, Planners, and Wealth Managers ReviewDeena Katz's book should be read by anyone even considering a career in independent financial planning, and asset management. Financial planners and money managers obtain technical competence through education and professional designation programs such as the CFP, and CFA. This book assumes that you already know your craft. It deals with the important business of establishing, enhancing and staying in business.
Katz is true to her title. She thoroughly addresses all aspects of managing a financial practice... including designing the business, adding a partner, staff structure, hardware, software, positioning, public relations, hiring, firing and refusing clients, as well as, retaining desirable clients. This book has been written for the financial professional who has control of the financial practice management.
I have been a practicing financial advisor for over 15 years. I wish Katz's book had been available sooner.Deena Katz on Practice Management: For Financial Advisers, Planners, and Wealth Managers Overview

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