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Deena Katz's Tools and Templates for Your Practice: For Financial Advisors, Planners, and Wealth Managers - Softcover
Synopsis
Following on the heels of the author's immensely popular book, Deena Katz on Practice Management, this nuts-and-bolts resource illustrates its predecessor's time-saving concepts. Deena Katz's Tools and Templates for Your Practice elaborates on the first book's concepts by providing and explaining how to use the actual check sheets, forms, and procedures developed by top wealth managers and planners. It offers financial planners and advisers dozens of shortcuts to running an efficient, thriving practice. Whether financial planners have been in business for ten days or ten years, they will benefit from this book's commonsense, pragmatic approach to running a successful advisory practice.
The book is organized around the natural cycle of finding, developing, and keeping clients. It includes a free CD-ROM containing all the Microsoft Office forms and spreadsheets in the book, usuable on both PC and Macintosh platforms. Readers can customize these valuable tools to build a solid administrative structure for their businesses. Many of the book's documents will be maintained and updated on the Web, to help financial planners stay abreast of leading-edge thinking in practice management.
"synopsis" may belong to another edition of this title.
About the Author
Deena Katz is president of Evensky & Katz, a leading financial-advisory firm. She is the author of Deena Katz on Practice Management and Deena Katz's Tools and Templates for Your Practice and is coeditor of The Investment Think Tank. She is a frequent featured speakers at national and international investment-management and financial-planning conferences, and is published widely and quoted extensively in financial journals and in newspapers.
Review
"Practical and valuable templates from some of the people that I respect most in financial planning." -- Ross Levin, CFP, Author of The Wealth Management Index
"the best, most useful volume ever written on the topic of practice management...all planners owe Katz...our sincere gratitude. -- MorningstarAdvisor.com
few books will be as appreciated as this wonderful, easy-to-use guide to running a great practice." -- Don Phillips, Managing Director, Morningstar, Inc.
"About this title" may belong to another edition of this title.
- PublisherBloomberg Pr
- Publication date2001
- ISBN 10 157660084X
- ISBN 13 9781576600849
- BindingPaperback
- Number of pages288
- Rating
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Tools and Templates for Your Practice : For Financial Advisers, Planners and Wealth Managers
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Tools and Templates for Your Practice : For Financial Advisers, Planners and Wealth Managers
Published by
Wiley & Sons, Incorporated, John, 2001
ISBN 10: 157660084X
ISBN 13: 9781576600849
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