{"product_id":"deena-katzs-complete-guide-to-deena-b-katz-9781576603086","title":"Deena Katz's Complete Guide to Practice Management: Tips, Tools, and Templates for the Financial Adviser","description":"Deena 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: \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\u003cbr\u003e\u003cbr\u003e\u003cb\u003eAuthor:\u003c\/b\u003e Deena B. Katz\u003cbr\u003e\u003cb\u003eISBN-10:\u003c\/b\u003e 1576603083\u003cbr\u003e\u003cb\u003eISBN-13:\u003c\/b\u003e 9781576603086\u003cbr\u003e\u003cb\u003ePublisher:\u003c\/b\u003e Bloomberg Press\u003cbr\u003e\u003cb\u003eLanguage:\u003c\/b\u003e English\u003cbr\u003e\u003cb\u003ePublished:\u003c\/b\u003e 01\/06\/2009\u003cbr\u003e\u003cb\u003ePages:\u003c\/b\u003e 368\u003cbr\u003e\u003cb\u003eFormat:\u003c\/b\u003e Paperback\u003cbr\u003e\u003cb\u003eWeight:\u003c\/b\u003e 1.96lbs\u003cbr\u003e\u003cb\u003eSize:\u003c\/b\u003e 10.78h x 8.50w x 1.05d\u003cbr\u003e\u003cbr\u003e\u003cb\u003eReview Citation(s): \u003c\/b\u003e\u003cbr\u003e\u003ci\u003eReference and Research Bk News\u003c\/i\u003e 08\/01\/2009 pg. 124","brand":"Deena B. Katz","offers":[{"title":"Paperback","offer_id":43985182916863,"sku":"9781576603086","price":75.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0662\/2982\/9887\/files\/img_d99099f6-f467-4b09-be9d-47f3965e2ac1.jpg?v=1683276043","url":"https:\/\/www.whiterainbookhouse.com\/products\/deena-katzs-complete-guide-to-deena-b-katz-9781576603086","provider":"WR Book House","version":"1.0","type":"link"}