Deena Katz's Complete Guide to Practice Management
Tips, Tools, and Templates for the Financial Adviser
(Sprache: Englisch)
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.
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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.
Klappentext zu „Deena Katz's Complete Guide to Practice Management “
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.
Inhaltsverzeichnis zu „Deena Katz's Complete Guide to Practice Management “
Introduction.Part 1. The Business.
Chapter 1. Determining your core values, mission, and vision.
Chapter 2. Designing the business.
Chapter 3. Marketing your business.
Chapter 4. Positioning and public relations.
Chapter 5. Designing collateral material.
Chapter 6. Profitability and optimizing.
Chapter 7. Transitioning your practice.
Part 2. The Staff.
Chapter 8. Contingency and succession.
Chapter 9. Adding a partner for fun and profit.
Chapter 10. People make it happen.
Part 3. The Client.
Chapter 11. Killing the sacred cows.
Chapter 12. New client issues.
Chapter 13. Client education.
Chapter 14. Client communication issues.
Chapter 15. Retaining desirable clients.
Chapter 16. Hiring, firing, and refusing clients.
Part 4. The Process.
Chapter 17. The killer process.
Chapter 18. Lagniappe - ideas to use and expand.
Notes.
Trademarks.
Index.
Autoren-Porträt von Deena B. Katz
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.
Bibliographische Angaben
- Autor: Deena B. Katz
- 2009, 400 Seiten, Maße: 21,4 x 27,3 cm, Gebunden, Englisch
- Verlag: Kogan Page
- ISBN-10: 1576603083
- ISBN-13: 9781576603086
Sprache:
Englisch
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