Deena Katz's Complete Guide to Practice Management
Tips, Tools, and Templates for the Financial Adviser
Published on 14. May 2010
400 pages
978-0-470-88532-1 (ISBN)
Description
Deena B. Katz, CFP, a preeminent authority on practice managementand an internationally recognized financial adviser, presents acomprehensive guide to running a professional financial planningpractice.
To create this book, Katz updated, revised, and combined her twoacclaimed books Deena Katz on Practice Management (1999) andDeena Katz's Tools and Templates for Your Practice(2001).
In this newly expanded volume, she presents the essentials on howto help a practice thrive side by side with the tools and templatesneeded 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 developedand refined by top wealth managers and planners.
From keeping the business running well by designing dynamiccollateral material, to considering plans for retirement, Deena B.Katz guides advisers through every challenge a financialplanning business will face.
Reviews / Votes
"Never has so much useful, practical information been compiled inone place for the financial advisory practice." --Bob Veres Publisher, Inside Information newsletter www.bobveres.com "The chapter 'The Killer Process' alone is worth the price ofthe book. Systematizing your practice is one of the major keys tosuccess in this business, and Deena gives you a step-by-step guidefor doing exactly that." --David J. Drucker, MBA, CFP President, Drucker Knowledge Systems Principal, Virtual Office News LLC "Deena Katz continues to make important contributions to thebusiness of financial advice. She brings years of practicalexperience in forming, merging, and growing a successful advisoryfirm, combined with insight she has gained as a teacher offinancial-planning principles to college students. The result is areference that advisers at every level will find helpful to havehandy when trying to sort through critical practice-managementdecisions." --Mark Tibergien Chief Executive Officer, Pershing Advisor Solutions LLC "The power behind these very practical tools and tips is thatthey are rooted in Deena Katz's solid track record ofaccomplishment. She matches the theory with the reality of thebusiness." --Dale E. Brown, CAE President & CEO, Financial Services Institute, Inc.More details
Other editions
Additional editions
Deena B. Katz
Deena Katz's Complete Guide to Practice Management
Tips, Tools, and Templates for the Financial Adviser
Book
01/2009
1st Edition
Bloomberg Press
€70.00
Article not available at the moment
Person
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.
Content
Introduction.
Part 1. The Business.
Chapter 1. Determining your core values, mission, andvision.
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.
