Deena Katz's Complete Guide to Practice Management
Deena Katz's Complete Guide to Practice Management brings together two of the most successful books for financial advisors - updated and expanded into one valuable resource.
Deena Katz is one of the best known and respected voices in financial planning circles, and her two acclaimed books - Deena Katz on Practice Management and Deena Katz's Tools and Templates for Your Practice - have now been combined and expanded into one updated volume. This new title gives financial advisers access to the industry's leading insights and innovations from the best practices of her own firm and those of other nationally-known advisers.
Covering issues such as positioning the business, staff structures, segmenting the client base and the future of the industry, Deena Katz has provided a single-volume text that will be essential reading for any financial planner or adviser, whether they are new to the industry or an experienced practitioner.
BOOK DETAILS :Paperback, 400 Pages, Dimensions 240 x 170 MM Language English.
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.