Deena Katz's Complete Guide to Practice Management: Tips,

Deena Katz's Complete Guide to Practice Management: Tips, Tools, and Templates for the Financial Adviser (Bloomberg Financial)
- Used Book in Good Condition
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
Brand Kogan Page
Manufacturer Bloomberg Press
Binding Paperback
ItemPartNumber Illustrated
ReleaseDate 2009-01-06
UnitCount 1
Format Illustrated
EANs 9781576603086

Country	USA
Brand	Kogan Page
Manufacturer	Bloomberg Press
Binding	Paperback
ItemPartNumber	Illustrated
ReleaseDate	2009-01-06
UnitCount	1
Format	Illustrated
EANs	9781576603086

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

You might also like...