Categories
Technical
Study
Novel
Nonfiction
Health
Tutorial
Entertainment
Business
Magazine
Arts & Design
Audiobooks & Video Training
Cultures & Languages
Family & Home
Law & Politics
Lyrics & Music
Software Related
eBook Torrents
Uncategorized
Study
Novel
Nonfiction
Health
Tutorial
Entertainment
Business
Magazine
Arts & Design
Audiobooks & Video Training
Cultures & Languages
Family & Home
Law & Politics
Lyrics & Music
Software Related
eBook Torrents
Uncategorized
Share With Friends
Archive by Date
2012-08-06
2012-08-05
2012-08-04
2012-08-03
2012-08-02
2012-08-01
2012-07-31
2012-07-30
2012-07-29
2012-07-28
2012-08-05
2012-08-04
2012-08-03
2012-08-02
2012-08-01
2012-07-31
2012-07-30
2012-07-29
2012-07-28
Search Tag
Biohydrogen
Delights
Multicarrier
Crowns
Skin
Jansa
kampanii
Complaints
squares
ship
masquerade
台阶
Akustik
Turnout
富兰克林
Yelm
ANNOYING
Action
cbts
Glyn
foot
Thomann
Adamas
Vessels
lerne
Lozo
Blues
Bonynge
Perfmance
Hoya
Calm
Rover
quilts
Camilla
Sudo
Encounter
Zest
Sections
Contrasted
Nutt
Deusa
Eleftheria
events
Frustration
European
Alternativa
Geezers
Guidebook
Terrors
Gutter
Newest
Lectures on Numerical Methods in Bifurcation Problems
Methods for Finding Zeros in Polynomials
Lectures on Stochastic Flows and Applications
Educational Psychology by Edward L. Thorndike
The Last Days of Tolstoy by V. G. Chertkov
Globalization and Responsibility
Lectures on Siegel Modular Forms and Representation by Quadratic Forms
Lectures on Topics In One-Parameter Bifurcation Problems
History of the Incas by Pedro Sarmiento de Gamboa
Linear Algebra: Theorems and Applications
Lectures on Stochastic Differential Equations and Malliavin Calculus
A Short Biographical Dictionary of English Literature
Lectures on Sieve Methods and Prime Number Theory
Dollars and Sense by William Crosbie Hunter
The Theory of the Theatre by Clayton Hamilton
The Mathematics of Investment
Occupiers of Wall Street: Losers or Game Changers
The Solution of the Pyramid Problem
Lectures on Moduli of Curves
Walden by Henry David Thoreau
Methods for Finding Zeros in Polynomials
Lectures on Stochastic Flows and Applications
Educational Psychology by Edward L. Thorndike
The Last Days of Tolstoy by V. G. Chertkov
Globalization and Responsibility
Lectures on Siegel Modular Forms and Representation by Quadratic Forms
Lectures on Topics In One-Parameter Bifurcation Problems
History of the Incas by Pedro Sarmiento de Gamboa
Linear Algebra: Theorems and Applications
Lectures on Stochastic Differential Equations and Malliavin Calculus
A Short Biographical Dictionary of English Literature
Lectures on Sieve Methods and Prime Number Theory
Dollars and Sense by William Crosbie Hunter
The Theory of the Theatre by Clayton Hamilton
The Mathematics of Investment
Occupiers of Wall Street: Losers or Game Changers
The Solution of the Pyramid Problem
Lectures on Moduli of Curves
Walden by Henry David Thoreau
Useful Links
Deena Katz on Practice Management: For Financial Advisers, Planners, and Wealth Managers
Posted on 2010-04-13
|
Author: Deena B. Katz
Publisher: Bloomberg Press (1999) Binding: Hardcover, 308 pages pricer: $55.00 ISBN-10: 157660070X editorialreviews Deena Katz "wrote the book" on practice management. And now it's in writing! Financial planning has outgrown old institutional models to become a personalized, one-on-one practice. As the demand for their services grows, financial advisers now need smarter business strategies and better methods for staying ahead of the competition. Deena B. Katz, one of America's most sought-after financial advisers, shares her management expertise in this guide to strengthening a financial planning or advising practice. Drawing on twenty years' experience., Deena Katz explains the essential nuts and bolts for surviving and thriving as a financial planner--from taking advantage of the left technology to streamlining administration. She show planners how to develop a client-centered marketing approach and how to expanded their businesses at a comfortable, manageable rate. Risk goes hand in hand with running a financial planning practice. Katz delivers powerful anecdotal advice on how to avoid painful mistakes, when to "fire" a client, and how to develop productive, state-of-the-art systems without letting technology take over. Planners and advisers across the spectrum, in every stage of business development, will treasure the wisdom of the recognized guru of practice management. Topics include: How to wean clients away from stock-watching and "performance anxiety" The unique "concierge service" concept that has placed Katz's firm at the top of the industry What works (and what doesn't) in marketing to high-net-worth individuals Strategies for retaining valued clients and top caliber staff First-hand lessons on how Katz guided her own practice to the top--including goofs and "great ideas" that bombed Plus: valuable advice and shared experiences from other prominent advisers checked
Rating:
2.5 out of 5 by Book123 |
Download Links | |
Server | Status |
---|---|
Direct Download Link 1 | Alive |
Direct Download Link 2 | Alive |
Download Link (Download Link 1) | Alive |
Buy This Book at Best Price >> |
Like this article?! Give us +1: