Showing 1 - 2 results of 2 for search '"financial adviser"', query time: 0.19s Refine Results
  1. 1
    Deena Katz's complete guide to practice management : tips, tools and templates for the financial adviser /
    by Katz, Deena B., 1950-
    Published 2009
    “...Deena Katz on practice management for financial advisers, planners, and wealth managers....”
    Connect to the full text of this electronic book
    eBook
  2. 2
    Deena Katz's tools and templates for your practice : for financial advisers, planners, and wealth managers /
    by Katz, Deena B., 1950-
    Published 2001
    Book
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