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Deena Katzs Complete Guide To Practice Management Tips Tools And Templates For The Financial Adviser 1st Ed Deena B Katz

  • SKU: BELL-5301334
Deena Katzs Complete Guide To Practice Management Tips Tools And Templates For The Financial Adviser 1st Ed Deena B Katz
$ 31.00 $ 45.00 (-31%)

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Deena Katzs Complete Guide To Practice Management Tips Tools And Templates For The Financial Adviser 1st Ed Deena B Katz instant download after payment.

Publisher: Bloomberg Press
File Extension: PDF
File size: 5.26 MB
Pages: 351
Author: Deena B. Katz
ISBN: 9781576603086, 1576603083
Language: English
Year: 2009
Edition: 1st ed

Product desciption

Deena Katzs Complete Guide To Practice Management Tips Tools And Templates For The Financial Adviser 1st Ed Deena B Katz by Deena B. Katz 9781576603086, 1576603083 instant download after payment.

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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