{"product_id":"deena-katzs-complete-guide-to-practice-management-isbn-9781576603086","title":"Deena Katz's Complete Guide to Practice Management","description":"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.\u003cbr\u003e \u003cbr\u003e To create this book, Katz updated, revised, and combined her two acclaimed books \u003ci\u003eDeena Katz on Practice Management\u003c\/i\u003e (1999) and \u003ci\u003eDeena Katz's Tools and Templates for Your Practice\u003c\/i\u003e (2001).\u003cbr\u003e \u003cbr\u003e 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.\u003cbr\u003e \u003cbr\u003e This new volume offers guidance on practice-management issues:  \u003cul\u003e \u003cli\u003esetting up an office\u003c\/li\u003e \u003cli\u003esystems and technology\u003c\/li\u003e \u003cli\u003eadministration and staffing\u003c\/li\u003e \u003cli\u003emarketing\u003c\/li\u003e \u003cli\u003egrowing as the market changes\u003c\/li\u003e \u003cli\u003ehanging on to clients for the long term\u003c\/li\u003e \u003cli\u003esuccession planning when the time comes\u003c\/li\u003e \u003c\/ul\u003e \u003cp\u003eThis comprehensive resource provides sample forms, worksheets, templates, letters, brochures, and collateral materials developed and refined by top wealth managers and planners. \u003cbr\u003e \u003cbr\u003e 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.\u003c\/p\u003e  Introduction.  \u003cp\u003ePart 1. The Business.\u003c\/p\u003e \u003cp\u003eChapter 1. Determining your core values, mission, and vision.\u003c\/p\u003e \u003cp\u003eChapter 2. Designing the business.\u003c\/p\u003e \u003cp\u003eChapter  3. Marketing your business.\u003c\/p\u003e \u003cp\u003eChapter 4. Positioning and public relations.\u003c\/p\u003e \u003cp\u003eChapter 5. Designing collateral material.\u003c\/p\u003e \u003cp\u003eChapter 6. Profitability and optimizing.\u003c\/p\u003e \u003cp\u003eChapter 7. Transitioning your practice.\u003c\/p\u003e \u003cp\u003ePart 2. The Staff.\u003c\/p\u003e \u003cp\u003eChapter 8. Contingency and succession.\u003c\/p\u003e \u003cp\u003eChapter 9. Adding a partner for fun and profit.\u003c\/p\u003e \u003cp\u003eChapter 10. People make it happen.\u003c\/p\u003e \u003cp\u003ePart 3. The Client.\u003c\/p\u003e \u003cp\u003eChapter 11. Killing the sacred cows.\u003c\/p\u003e \u003cp\u003eChapter 12. New client issues.\u003c\/p\u003e \u003cp\u003eChapter 13. Client education.\u003c\/p\u003e \u003cp\u003eChapter 14. Client communication issues.\u003c\/p\u003e \u003cp\u003eChapter 15. Retaining desirable clients.\u003c\/p\u003e \u003cp\u003eChapter 16. Hiring, firing, and refusing clients.\u003c\/p\u003e \u003cp\u003ePart 4. The Process.\u003c\/p\u003e \u003cp\u003eChapter 17. The killer process.\u003c\/p\u003e \u003cp\u003eChapter 18. Lagniappe - ideas to use and expand.\u003c\/p\u003e \u003cp\u003eNotes.\u003c\/p\u003e \u003cp\u003eTrademarks.\u003c\/p\u003e \u003cp\u003eIndex.\u003c\/p\u003e \u003cb\u003eDeena B. Katz, CFP\u003c\/b\u003e, is an internationally recognized financial adviser and preeminent authority on practice-management issues. She is a partner of Evensky \u0026amp; 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 \u003ci\u003eJournal of Retirement Planning\u003c\/i\u003e, and has been a contributing writer for \u003ci\u003eFinancial Advisor, Investment Advisor, Financial Planning\u003c\/i\u003e magazine, and \u003ci\u003eNational Underwriter\u003c\/i\u003e. She is a columnist for \u003ci\u003eFinancial Planning\u003c\/i\u003e magazine.  \"Never has so much useful, practical information been compiled in one place for the financial advisory practice.\"\u003cbr\u003e —\u003cb\u003eBob Veres\u003c\/b\u003e\u003cbr\u003e Publisher, \u003ci\u003eInside Information\u003c\/i\u003e newsletter\u003cbr\u003e www.bobveres.com  \u003cp\u003e\"The chapter 'The Killer Process' alone is worth the price of the book. Systematizing your practice is one of the major keys to success in this business, and Deena gives you a step-by-step guide for doing exactly that.\"\u003cbr\u003e —\u003cb\u003eDavid J. Drucker, MBA, CFP\u003c\/b\u003e\u003cbr\u003e President, Drucker Knowledge Systems\u003cbr\u003e Principal, Virtual Office News LLC\u003c\/p\u003e \u003cp\u003e\"Deena Katz continues to make important contributions to the business of financial advice. She brings years of practical experience in forming, merging, and growing a successful advisory firm, combined with insight she has gained as a teacher of financial-planning principles to college students. The result is a reference that advisers at every level will find helpful to have handy when trying to sort through critical practice-management decisions.\"\u003cbr\u003e —\u003cb\u003eMark Tibergien\u003c\/b\u003e\u003cbr\u003e Chief Executive Officer, Pershing Advisor Solutions LLC\u003c\/p\u003e \u003cp\u003e\"The power behind these very practical tools and tips is that they are rooted in Deena Katz’s solid track record of accomplishment. She matches the theory with the reality of the business.\"\u003cbr\u003e —\u003cb\u003eDale E. Brown, CAE\u003c\/b\u003e\u003cbr\u003e President \u0026amp; CEO, Financial Services Institute, Inc.\u003c\/p\u003e","brand":"Bloomberg Press","offers":[{"title":"Default Title","offer_id":47989032747237,"sku":"NP9781576603086","price":75.0,"currency_code":"USD","in_stock":false}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/1842\/7735\/files\/9781576603086.jpg?v=1761782518","url":"https:\/\/k12savings.com\/products\/deena-katzs-complete-guide-to-practice-management-isbn-9781576603086","provider":"K12savings","version":"1.0","type":"link"}