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

by Deena B. Katz

• ISBN13: 9780470883310
• ISBN10: 0470883316
• Format: eBook
• Copyright: 2010-05-01
• Publisher: Bloomberg Press

Summary

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 comesThis 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.

Table of Contents

Introduction

The Business

Determining your core values, mission, and vision

Designing the business

Marketing your business

Positioning and public relations

Designing collateral material

Profitability and optimizing

Transitioning your practice

The Staff

Contingency and succession

Adding a partner for fun and profit

People make it happen

The Client

Killing the sacred cows

New client issues

Client education

Client communication issues

Retaining desirable clients

Hiring, firing, and refusing clients

The Process

The killer process

Lagniappe - ideas to use and expand

Notes

Trademarks

Index

Table of Contents provided by Publisher. All Rights Reserved.