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
     
 

ISBN-10: 157660084X

ISBN-13: 9781576600849

Pub. Date: 01/28/2001

Publisher: Wiley, John & Sons, Incorporated

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

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.

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)

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