Deena Katz's Complete Guide to Practice Management / Bloomberg Professional (ePub)
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.
To create this book, Katz updated, revised,...
and an internationally recognized financial adviser, presents a
comprehensive guide to running a professional financial planning
practice.
To create this book, Katz updated, revised,...
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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.
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.
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.
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
- 2010, 1. Auflage, 368 Seiten, Englisch
- Verlag: John Wiley & Sons
- ISBN-10: 0470885327
- ISBN-13: 9780470885321
- Erscheinungsdatum: 14.05.2010
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- Dateiformat: ePub
- Größe: 8.13 MB
- Mit Kopierschutz
Sprache:
Englisch
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