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Deena Katz on Practice Management: For Financial Advisers, Planners, and Wealth Managers (книга)

Deena Katz on Practice Management: For Financial Advisers, Planners, and Wealth Managers
Автор: Deena B. Katz
Оригинал издан: ????

«Deena Katz on Practice Management: For Financial Advisers, Planners, and Wealth Managers»книга ???? года.

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«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…»

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