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  1. 1
    Deena Katz's complete guide to practice management : tips, tools and templates for the financial adviser /

    Deena Katz's complete guide to practice management : tips, tools and templates for the financial adviser / by Katz, Deena B., 1950-

    Published 2009
    Subjects: “…Financial planners Handbooks, manuals, etc.…”
    Full Text (via Wiley)
    eBook
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  2. 2
    Technology Tools for Today's High-Margin Practice : How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours.

    Technology Tools for Today's High-Margin Practice : How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours. by Drucker, David J.

    Published 2012
    Subjects: “…Financial planners.…”
    Full Text (via ProQuest)
    eBook
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