Deena Katz's Complete Guide to Practice Management: Tips, Tools, and Templates for the Financial AdviserDeena 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:
This comprehensive resource provides sample forms, worksheets, templates, letters, brochures, and collateral materials developed and refined by top wealth managers and planners. |
Contents
Chapter 13 | 177 |
Chapter 14 | 215 |
Chapter 15 | 261 |
Chapter 16 | 283 |
Part 4 | 291 |
Chapter 17 | 293 |
Chapter 18 | 307 |
339 | |
Other editions - View all
Deena Katz's Complete Guide to Practice Management: Tips, Tools, and ... Deena B. Katz Limited preview - 2009 |
Deena Katz's Complete Guide to Practice Management: Tips, Tools, and ... Deena B. Katz No preview available - 2010 |
Deena Katz's Complete Guide to Practice Management: Tips, Tools, and ... Deena B. Katz No preview available - 2009 |
Common terms and phrases
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