Deena B. Katz, CFP, a preeminent authority on practice managementand an internationally recognized financial adviser, presents acomprehensive guide to running a professional financial planningpractice.
To create this book, Katz updated, revised, and combined her twoacclaimed books Deena Katz on Practice Management (1999) andDeena Katz's Tools and Templates for Your Practice(2001).
In this newly expanded volume, she presents the essentials on howto help a practice thrive side by side with the tools and templatesneeded 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
* 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 developedand refined by top wealth managers and planners.
From keeping the business running well by designing dynamiccollateral material, to considering plans for retirement, Deena B.Katz guides advisers through every challenge a financialplanning business will face.