Coral Gables, Fla. (Aug. 26, 2003) -- After years of ad hoc consulting, high-profile financial planners Deena Katz and Harold Evensky have made their consulting business official.
The husband-and-wife team have formed “The Dynamic Duo,” to offer institutional consulting services as well as day-long and shorter educational programs on topics that run the gamut from marketing and public relations to incorporating behavioral finance into your practice and managing client expectations.
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