Deena Katz on Practice Management
Deena Katz on Practice Management defines practice management for both novice and seasoned professionals, including dealing with market changes, customer satisfaction, networking among other planners, technology, and administration.
With the staggering growth of the financial planning industry,
individual practitioners often face problems starting and then managing
the growth of their businesses. The acknowledged authority on this
subject, Deena B. Katz, CFP, defines practice management for both novice
and seasoned professionals, including dealing with market changes,
customer satisfaction, networking among other planners, technology, and
administration.
Topics include:
how to identify a practice`s unique value-added service;
best forms of business organization; contingency and succession plans;
to partner or not to partner; finding, motivating, and managing the best staff;
hardware and software systems planners need; public relations;
client relations; retention and building client loyalty;
a chapter of resources for financial advisers.
BOOK DETAILS :Hardback, 328 Pages, Dimensions 234 x 156 MM Language English.
Introduction
Section one: The Business
Chapter 1
Determining Your Core Values, Mission, and Vision
Chapter 2
Designing the Business
Chapter 3
Contingency and Succession
Section two: The People
Chapter 4
Adding a Partner for Fun and Profit
Chapter 5
People Make It Happen
Chapter 6
Staff Structure and Retreats
Section three: The Environment
Chapter 7
Hardware Makes It Happen Quickly
Chapter 8
Software Makes It Happen Profitably
Chapter 9
Systems Make It Happen Efficiently
Section four: The Growing
Chapter 10
Killing the Sacred Cows
Chapter 11
Positioning and Public Relations
Chapter 12
Transitioning Your Practice
Section Five:
The Client
Chapter 13
Hiring, Firing, and Refusing Clients
Chapter 14
Retaining Desirable Clients
Chapter 15
Gotta-Have-It Resources
Deena B. Katz is president of Evensky & Katz, a financial-advisory firm in Coral Gables, Florida. Their innovation and skill have earned them the loyalty of clients; their daring and dedication have won them the respect of their peers.
Katz is co-editor of The Investment Think Tank: Theory, Strategy, and Practice for Advisers. She is the author of Deena Katz on Practice Management and Deena Katz's Tools and Templates for Your Practice (all Bloomberg Press).
She is a featured speaker at national and international legal, accounting, investment, and financial-planning conferences, and both are published widely and quoted extensively in financial journals and in newspapers.