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Deena B. Katz

Deena Katz on Practice Management: For Financial Advisers, Planners, and Wealth Managers

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ISBN: 157660070X, 9781576600702
Издательство: Bloomberg Press
Год издания: 1999
Страниц: 328
Deena Katz "wrote the book" on practice management. And now it's in writing! Financial planning has outgrown old institutional models to become a personalized, one-on-one practice. As the demand for their services grows, financial advisers now need smarter business strategies and better methods for staying ahead of the competition. Deena B. 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 twenty years' experience., Deena Katz explains the essential nuts and bolts for surviving and thriving as a financial planner--from taking advantage of the right technology to streamlining administration. She show planners how to develop a client-centered marketing approach and how to expanded their businesses at a comfortable, manageable rate. Risk goes hand in hand with running a financial planning practice. Katz delivers powerful anecdotal advice on how to avoid painful...