Deena Katz's Complete Guide to Practice Management: Tips, Tools, and Templates for the Financial Adviser #64 Deena B. Katz

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

Author: Deena B. Katz
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Book Title
Deena Katz's Complete Guide to Practice Management: Tips, Tools, and Templates for the Financial Adviser #64
Author
Deena B. Katz
ISBN
9781576603086
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.Binding Type: PaperbackAuthor: Deena B. KatzPublisher: Bloomberg PressPublished: 01/06/2009ISBN: 9781576603086Pages: 368Weight: 1.96lbsSize: 10.78h x 8.50w x 1.05dReview Citations: Reference and Research Bk News 08/01/2009 pg. 124
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.



Binding Type: Paperback
Author: Deena B. Katz
Publisher: Bloomberg Press
Published: 01/06/2009
ISBN: 9781576603086
Pages: 368
Weight: 1.96lbs
Size: 10.78h x 8.50w x 1.05d

Review Citations: Reference and Research Bk News 08/01/2009 pg. 124
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.



Binding Type: Paperback
Author: Deena B. Katz
Publisher: Bloomberg Press
Published: 01/06/2009
ISBN: 9781576603086
Pages: 368
Weight: 1.96lbs
Size: 10.78h x 8.50w x 1.05d

Review Citations: Reference and Research Bk News 08/01/2009 pg. 124