Deena B. Katz's Books

Deena Katz's Complete Guide to Practice Management

Tips, Tools, and Templates for the Financial Adviser

By: Deena B. Katz

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Deena Katz's Complete Guide to Practice Management

Tips, Tools, and Templates for the Financial Adviser

By: Deena B. Katz

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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Page Count

374

Publisher

John Wiley & Sons

Published Date

ISBN 10

1576603083

ISBN 13

9781576603086

Deena Katz's Complete Guide to Practice Management

Tips, Tools, and Templates for the Financial Adviser

By: Deena B. Katz

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Deena Katz's Complete Guide to Practice Management

Tips, Tools, and Templates for the Financial Adviser

By: Deena B. Katz

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Page Count

369

Publisher

John Wiley & Sons

Published Date

ISBN 10

0470885327

ISBN 13

9780470885321

Deena Katz on Practice Management for Financial Advisers, Planners, and Wealth Managers

By: Deena B. Katz

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Deena Katz on Practice Management for Financial Advisers, Planners, and Wealth Managers

By: Deena B. Katz

Deena B. Katz, one of America's most sought after financial advisers, shares her management expertise in this guide to strengthening a financial planning or advising practice. Drawing on 20 years' experience, Katz explains the essential nuts and bolts for surviving and thriving as a financial planner. She shows planners how to develop a client-centered marketing approach and how to expand their business at a comfortable, manageable pace.

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Page Count

308

Published Date

ISBN 10

157660070X

ISBN 13

9781576600702

Book's by Deena B. Katz

Deena Katz's Complete Guide to Practice Management

Deena Katz's Complete Guide to Practice Management

Deena Katz's Complete Guide to Practice Management

Deena Katz's Complete Guide to Practice Management

Deena Katz on Practice Management for Financial Advisers, Planners, and Wealth Managers

Deena Katz on Practice Management for Financial Advisers, Planners, and Wealth Managers

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