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From keeping the business running well by designing dynamic collateral material, to considering plans for retirement, Deena B
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
Katz guides advisers through every challenge a financial planning business will face.
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
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
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