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

Deena B. Katz, CFP, a preeminent authority on practice management and an internationally recognized financial adviser, presents...
€107,03 EUR
€107,03 EUR
SKU: 9781576603086
Product Type: Books
Please hurry! Only 414 left in stock
Author: Deena B. Katz
Format: Paperback
Language: English
Subtotal: €107,03
10 customers are viewing this product
Deena Katz's Complete Guide to Practice Management: Tips, Tools, and Templates for the Financial Adviser by Katz, Deena B.

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

€107,03

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

€107,03
Author: Deena B. Katz
Format: Paperback
Language: English
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.



Author: Deena B. Katz
Publisher: Bloomberg Press
Published: 01/06/2009
Pages: 368
Binding Type: Paperback
Weight: 1.96lbs
Size: 10.78h x 8.50w x 1.05d
ISBN: 9781576603086


Review Citation(s):
Reference and Research Bk News 08/01/2009 pg. 124

About the Author
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.

Returns Policy

You may return most new, unopened items within 30 days of delivery for a full refund. We'll also pay the return shipping costs if the return is a result of our error (you received an incorrect or defective item, etc.).

You should expect to receive your refund within four weeks of giving your package to the return shipper, however, in many cases you will receive a refund more quickly. This time period includes the transit time for us to receive your return from the shipper (5 to 10 business days), the time it takes us to process your return once we receive it (3 to 5 business days), and the time it takes your bank to process our refund request (5 to 10 business days).

If you need to return an item, simply login to your account, view the order using the "Complete Orders" link under the My Account menu and click the Return Item(s) button. We'll notify you via e-mail of your refund once we've received and processed the returned item.

Shipping

We can ship to virtually any address in the world. Note that there are restrictions on some products, and some products cannot be shipped to international destinations.

When you place an order, we will estimate shipping and delivery dates for you based on the availability of your items and the shipping options you choose. Depending on the shipping provider you choose, shipping date estimates may appear on the shipping quotes page.

Please also note that the shipping rates for many items we sell are weight-based. The weight of any such item can be found on its detail page. To reflect the policies of the shipping companies we use, all weights will be rounded up to the next full pound.

Related Products

Recently Viewed Products