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

  • ID: 2216537
  • Book
  • January 2009
  • Region: Global
  • 400 Pages
  • John Wiley and Sons Ltd
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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.

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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.




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Deena B. Katz
Note: Product cover images may vary from those shown