Deena Katz's Tools and Templates for Your Practice: For Financial Advisors, Planners, and Wealth Managers
Deena B. KatzISBN: 157660084X; 9781576600849;
This nuts-and-bolts book expands on the time-saving approaches of the author's acclaimed book, Deena Katz on Practice Management, by providing-and explaining how to use-the actual checksheets, forms, presentations, and procedures developed and refined byEvensky Brown & Katz and other top wealth managers and planners. Deena Katz brings together, as no one else could, the collective knowledge and labor-saving systems that leading advisers use to make their practices cost-efficient, client-friendly, and competitive. It is packed full of charts, form letters, concise tips, processes, and ideas from experienced practitioners around the world-approaches that you can put to use today. Whether you have an established practice or are launching one, hereare tips and resources you won't find anywhere else: * Everything a well-run planning practice needs to survive, thrive, and manage growth * Tools for keeping top clients over the long haul * Documents that streamline...