Deena Katz's Complete Guide to Practice Management: Tips, Tools, and Templates for the Financial Adviser ePub (Adobe DRM) download by Deena B. Katz

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

Bloomberg Press
Publication date: May 2010
ISBN: 9780470885321
Digital Book format: ePub (Adobe DRM)

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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 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.

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Deena Katz's Complete Guide to Practice Management: Tips, Tools, and Templates for the Financial Adviser ePub (Adobe DRM) download by Deena B. Katz
Bloomberg Press, May 2010
ISBN: 9780470885321
EAN:  9780470885321
ePub (Adobe DRM)
eBook price: $48.99
Deena Katz's Complete Guide to Practice Management: Tips, Tools, and Templates for the Financial Adviser PDF (Adobe DRM) download by Deena B. Katz
Bloomberg Press, May 2010
ISBN: 9780470883310
EAN:  9780470883310
PDF (Adobe DRM)
eBook price: $48.99
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