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

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

From keeping the business running well by designing dynamic collateral material, to considering plans for retirement, Deena B. Katz guidesÂ advisers through every challenge a financial planning business will face.

Country	USA
Author	Deena B. Katz
Binding	Paperback
Brand	Brand: Bloomberg Press
EAN	9781576603086
Feature	Used Book in Good Condition
IsAdultProduct
ISBN	1576603083
Label	Bloomberg Press
Manufacturer	Bloomberg Press
MPN	Illustrations
NumberOfItems	1
NumberOfPages	400
PartNumber	Illustrations
PublicationDate	2009-01-06
Publisher	Bloomberg Press
ReleaseDate	2009-01-06
Studio	Bloomberg Press

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