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

Katz, Deena B.

 
9781576603086: Deena Katz's Complete Guide to Practice Management: Tips, Tools, and Templates for the Financial Adviser: 64 (Bloomberg Financial)
Softcover
ISBN 10: 1576603083 ISBN 13: 9781576603086
Publisher: Bloomberg Press, 2009

Synopsis

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.

"synopsis" may belong to another edition of this title.

About the Author

Deena B. Katz, CFP, is an internationally recognized financial adviser and preeminent authority on practice-management issues. She is a partner of Evensky & Katz, a wealth management firm in Coral Gables, Florida, and an associate professor in the Division of Personal Financial Planning at Texas Tech University in Lubbock, Texas. Katz is the author of six books on financial planning and practice-management topics. She served as the editor in chief of the Journal of Retirement Planning, and has been a contributing writer for Financial Advisor, Investment Advisor, Financial Planning magazine, and National Underwriter. She is a columnist for Financial Planning magazine.

"About this title" may belong to another edition of this title.

Publisher
Bloomberg Press
Publication date
2009
Language
English
ISBN 10 
1576603083
ISBN 13 
9781576603086
Binding
Paperback
Edition number
1
Number of pages
368