Deena Katz's Complete Guide to Practice Management (eBook)

Tips, Tools, and Templates for the Financial Adviser

Deena B. Katz (Autor)

eBook Download: PDF | EPUB

2010 | 1. Auflage
368 Seiten
Wiley (Verlag)
978-0-470-88532-1 (ISBN)

Infos

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.

Autor

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.

Inhalt

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.

Rezensionen

"Never has so much useful, practical information been compiled in
one 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 of
the book. Systematizing your practice is one of the major keys to
success in this business, and Deena gives you a step-by-step guide
for 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 the
business of financial advice. She brings years of practical
experience in forming, merging, and growing a successful advisory
firm, combined with insight she has gained as a teacher of
financial-planning principles to college students. The result is a
reference that advisers at every level will find helpful to have
handy when trying to sort through critical practice-management
decisions."

--Mark Tibergien

Chief Executive Officer, Pershing Advisor Solutions LLC

"The power behind these very practical tools and tips is that
they are rooted in Deena Katz's solid track record of
accomplishment. She matches the theory with the reality of the
business."

--Dale E. Brown, CAE

President & CEO, Financial Services Institute, Inc.

Produkt-Details

• Erscheint lt. Verlag: 14.5.2010
• Reihe/Serie: Bloomberg Professional
• Reihe/Serie: Bloomberg Professional
• Sprache: englisch
• Themenwelt: Recht / Steuern ► Wirtschaftsrecht
• Themenwelt: Wirtschaft ► Betriebswirtschaft / Management ► Finanzierung
• Themenwelt: Wirtschaft ► Betriebswirtschaft / Management ► Unternehmensführung / Management
• Themenwelt: Wirtschaft ► Volkswirtschaftslehre ► Finanzwissenschaft
• Schlagworte: Finance & Investments • Finanz- u. Anlagewesen • Institutional & Corporate Finance • Institutionelle Finanzplanung
• ISBN-10: 0-470-88532-7 / 0470885327
• ISBN-13: 978-0-470-88532-1 / 9780470885321