£47.92

About as cheap as it gets — within 5% of the all-time low it hit 1 month ago.

£48 today · all-time low £47 (Sep 2026) · usually £47

Wiley Deena Katz's Complete Guide to Practice Management: Tips, Tools, and Templates for the Financial Adviser: 64 (Bloomberg Financial)

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£54.45 £46.68 £48.38 £50.07 £51.77 £53.46 £55.16 29 July 2026 15 August 2026 02 September 2026 20 September 2026 08 October 2026
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Price distribution over 72 days • 4 price levels

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24 days 5 days · current 22 days 21 days 0 6 12 18 24 £47 £48 £49 £54 Days at Price

Price Analysis

Most common price: £47 (24 days, 33.3%)

Price range: £47 - £54

Price levels: 4 different prices over 72 days

Description

Deena B. Katz, CFP, a preeminent authority on practice management and an internationally recognized financial adviser, presents a comprehensive guide to running a professional financial planning practice. To create this book, Katz updated, revised, and combined her two acclaimed books Deena Katz on Practice Management (1999) and Deena Katz's Tools and Templates for Your Practice (2001). In this newly expanded volume, she presents the essentials on how to help a practice thrive side by side with the tools and templates needed for the everyday operation of your firm. This new volume offers guidance on practice-management issues: setting up an office systems and technology administration and staffing marketing growing as the market changes hanging on to clients for the long term succession planning when the time comes This comprehensive resource provides sample forms, worksheets, templates, letters, brochures, and collateral materials developed and refined by top wealth managers and planners. From keeping the business running well by designing dynamic collateral material, to considering plans for retirement, Deena B. Katz guides advisers through every challenge a financial planning business will face.

Product Specifications

Brand
Wiley
Format
paperback
Domain
Amazon UK
Publication Date
06 January 2009
Listed Since
28 March 2008

Barcode

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