Deena Katz on Practice Management for Financial Advisers, Planners, and Wealth Managers / Edition 1

Deena Katz on Practice Management for Financial Advisers, Planners, and Wealth Managers / Edition 1

by Deena B Katz
     
 

ISBN-10: 157660070X

ISBN-13: 9781576600702

Pub. Date: 09/28/1999

Publisher: Bloomberg Press

Deena Katz, one of America's most sought after financial advisers, shares her management expertise in this guide to strengthening a financial planning or advising practice. Drawing on 20 years' experience, Katz explains the essential nuts and bolts for surviving and thriving as a financial planner. She shows planners how to develop a client-centered marketing

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Overview

Deena Katz, one of America's most sought after financial advisers, shares her management expertise in this guide to strengthening a financial planning or advising practice. Drawing on 20 years' experience, Katz explains the essential nuts and bolts for surviving and thriving as a financial planner. She shows planners how to develop a client-centered marketing approach and how to expand their business at a comfortable, manageable pace.

Product Details

ISBN-13:
9781576600702
Publisher:
Bloomberg Press
Publication date:
09/28/1999
Series:
Bloomberg Professional Library Series
Edition description:
New Edition
Pages:
308
Product dimensions:
6.42(w) x 9.26(h) x 1.05(d)

Table of Contents

Foreword
Introduction1
Sect. 1The Business18
Ch. 1Determining Your Core Values, Mission, and Vision21
Ch. 2Designing the Business41
Ch. 3Contingency and Succession57
Sect. 2The People68
Ch. 4Adding a Partner for Fun and Profit71
Ch. 5People Make It Happen89
Ch. 6Staff Structure and Retreats111

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