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How do you build a financial advisory business in today’s competitive and often-saturated markets? How can you break through the clutter, and develop strong a
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Designated a Doody's Core Title!/span Are you establishing a solo or collaborative health care practice? This concise reference book is designed to provide the
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Deena Katz on Practice Management for Financial Advisers, Planners, and Wealth Managers
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Deena B. Katz, CFP, a preeminent authority on practice management and an internationally recognized financial adviser, presents a comprehensive guide to running