Deena Katz's Tools and Templates for Your Practice
Deena Katz's Tools and Templates for Your Practice is packed full of charts, form letters, concise tips, processes, and ideas from experienced practitioners around the world-approaches that you can put to use today. Whether you have an established practice or are launching one, here are tips and resources you won`t find anywhere else
This nuts-and-bolts book expands on the time-saving approaches of the
author`s acclaimed book, Deena Katz on Practice Management
, by providing-and explaining how to use-the actual checksheets, forms,
presentations, and procedures developed and refined by Evensky Brown &
Katz and other top wealth managers and planners.
Deena Katz
brings together, as no one else could, the collective knowledge and
labor-saving systems that leading advisers use to make their practices
cost-efficient, client-friendly, and competitive. It is packed full of
charts, form letters, concise tips, processes, and ideas from
experienced practitioners around the world - approaches that you can put
to use today.
Whether you have an established practice or are
launching one, here are tips and resources you won`t find anywhere else:
- Everything a well-run planning practice needs to survive, thrive, and manage growth;
- Tools for keeping top clients over the long haul;
- Documents that streamline compliance and practice-management tasks;
- Components for a public relations and marketing plan, with form letters and a system for building credibility with the media;
- Free CD-ROM with user-ready customizable Microsoft Word, Excel, and PowerPoint files for PC or Mac.
Paperback, 320 Pages, Dimensions 215 x 279 MM Language English.
Table of Contents
Acknowledgments
Introduction
Section 1: Get 'Em in the Door
Chapter 1- Marketing, Public Relations, and Courting the Media
Chapter 2- Old and New Marketing Tricks
Chapter 3- Designing prospect Packages
Section 2: Then Qualify ’Em and Interview ’Em
Chapter 4- Client Qualification tools and the First
Interview
Chapter 5- Data Gathering
Section 3: Figure ’Em Out
Chapter 6- Client Education
Chapter 7- Investment Policies and Financial Plans
Chapter 8- Client Communication Issues
Chapter 9- Client Management Issues
Chapter 10 Business- and Client-Related Tips and Tools
Chapter 11- Lagniappe-Ideas to Use and Expand
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.