Tools and Templates for Your Practice: For Financial Advisers, Planners and Wealth Managers

Tools and Templates for Your Practice: For Financial Advisers, Planners and Wealth Managers

by Deena B Katz
     
 

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… See more details below

Overview

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.

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Product Details

ISBN-13:
9781576600849
Publisher:
Wiley, John & Sons, Incorporated
Publication date:
01/28/2001
Series:
Bloomberg Professional Library Series
Edition description:
BK&CD-ROM
Pages:
288
Product dimensions:
8.55(w) x 11.01(h) x 0.83(d)

Meet 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.

Table of Contents

Acknowledgments
Introduction1
Sect. 1Get 'em in the Door8
Ch. 1Marketing, Public Relations, and Courting the Media11
Ch. 2Old and New Marketing Tricks31
Ch. 3Designing Prospect Packages49
Sect. 2Then Qualify 'em and Interview 'em62
Ch. 4Client Qualification Tools and the First Interview65
Ch. 5Data Gathering85
Sect. 3Figure 'em Out116
Ch. 6Client Education119
Ch. 7Investment Policies and Financial Plans163
Sect. 4Take Care of 'em176
Ch. 8Client Communication issues179
Ch. 9Client Management Issues209
Sect. 5Take Care o' You226
Ch. 10Business- and Client-Related Tips and Tools229
Ch. 11Lagniappe - Ideas to use and Expand273
Notes283
Index286

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