Deena Katz's Complete Guide to Practice Management: Tips, Tools, and Templates for the Financial Adviser
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...
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Deena Katz is a true leader in the financial planning community. The author of two of the best-selling practice-management books for advisers and a popular keynote speaker at industry conferences, she is also chairman of Evensky & Katz, one of the top planning firms in the country. Now Katzs acclaimed Deena Katz on Practice Management and Deena Katz's Tools and Templates for Your Practice have been combined and expanded into one updated volume that gives advisers access to the industry's leading insights and innovations from the best practices of her own firm and those of other nationally known advisers.
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.
