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Deena Katz's Tools and Templates for Your Practice: For Financial Advisors, Planners, and Wealth Managers (книга)

Deena Katz's Tools and Templates for Your Practice: For Financial Advisors, Planners, and Wealth Managers
Автор: Deena B. Katz
Оригинал издан: ????

«Deena Katz's Tools and Templates for Your Practice: For Financial Advisors, Planners, and Wealth Managers»книга ???? года.

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«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…»

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