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 |
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Оригинал издан: | ???? |
«Deena Katz on Practice Management: For Financial Advisers, Planners, and Wealth Managers» — книга ???? года.
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От издателя
«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…»