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

by Katz, Deena B.

• ISBN13: 9781576603086
• ISBN10: 1576603083
• Edition: 1st
• Format: Paperback
• Copyright: 2009-01-06
• Publisher: Bloomberg Press

Summary

Deena Katzis one of the best known and respected voices in financial planning circles, and her two acclaimed books - Deena Katz on Practice Managementand Deena Katz's Tools and Templates for Your Practice- have now been combined and expanded into one updated volume. This new title gives financial advisers access to the industry's leading insights and innovations from the best practices of her own firm and those of other nationally-known advisers.Covering issues such as positioning the business, staff structures, segmenting the client base and the future of the industry, Deena Katz has provided a single-volume text that will be essential reading for any financial planner or adviser, whether they are new to the industry or an experienced practitioner.

Author Biography

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.

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.