{"product_id":"deena-katzs-complete-guide-to-practice-management-tips-tools-and-templates-for-the-financial-adviser-paperback","title":"Deena Katz's Complete Guide to Practice Management: Tips, Tools, and Templates for the Financial Adviser - Paperback","description":"\u003cdiv\u003e\u003cp style=\"text-align: right;\"\u003e\u003ca href=\"https:\/\/reportcopyrightinfringement.com\/\" target=\"_blank\" rel=\"nofollow\"\u003e\u003cb\u003eReport copyright infringement\u003c\/b\u003e\u003c\/a\u003e\u003c\/p\u003e\u003c\/div\u003e\u003cp\u003eby \u003cb\u003eDeena B. Katz\u003c\/b\u003e (Author)\u003c\/p\u003e\u003cp\u003eDeena 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: \u003c\/p\u003e\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\u003ch3\u003eAuthor Biography\u003c\/h3\u003e\u003cp\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.\u003c\/p\u003e\n            \u003cdiv\u003e\n\u003cstrong\u003eNumber of Pages:\u003c\/strong\u003e 368\u003c\/div\u003e\n            \u003cdiv\u003e\n\u003cstrong\u003eDimensions:\u003c\/strong\u003e 1.05 x 10.78 x 8.5 IN\u003c\/div\u003e\n            \u003cdiv\u003e\n\u003cstrong\u003eIllustrated:\u003c\/strong\u003e Yes\u003c\/div\u003e\n            \u003cdiv\u003e\n\u003cstrong\u003ePublication Date:\u003c\/strong\u003e January 06, 2009\u003c\/div\u003e\n            ","brand":"BooksCloud","offers":[{"title":"Default Title","offer_id":52485179375923,"sku":"9781576603086","price":88.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0300\/5595\/6612\/files\/Sf0p1zjn0X9781576603086.webp?v=1759798504","url":"https:\/\/www.vysn.com\/en-ca\/products\/deena-katzs-complete-guide-to-practice-management-tips-tools-and-templates-for-the-financial-adviser-paperback","provider":"VYSN","version":"1.0","type":"link"}