Deena Katz's Complete Guide to Practice Management Tips, Tools, and Templates for the Financial Adviser

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.

To create this book, Katz updated, revised, and combined her two acclaimed books Deena Katz on Practice Management (1999) and Deena Katz's Tools and Templates for Your Practice (2001).

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.

This new volume offers guidance on practice-management issues:

• setting up an office
• systems and technology
• administration and staffing
• marketing
• growing as the market changes
• hanging on to clients for the long term
• succession planning when the time comes

This comprehensive resource provides sample forms, worksheets, templates, letters, brochures, and collateral materials developed and refined by top wealth managers and planners. 

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.

"Never has so much useful, practical information been compiled in one place for the financial advisory practice."
—Bob Veres
Publisher, Inside Information newsletter
www.bobveres.com

"The chapter 'The Killer Process' alone is worth the price of the book. Systematizing your practice is one of the major keys to success in this business, and Deena gives you a step-by-step guide for doing exactly that."
—David J. Drucker, MBA, CFP
President, Drucker Knowledge Systems
Principal, Virtual Office News LLC

"Deena Katz continues to make important contributions to the business of financial advice. She brings years of practical experience in forming, merging, and growing a successful advisory firm, combined with insight she has gained as a teacher of financial-planning principles to college students. The result is a reference that advisers at every level will find helpful to have handy when trying to sort through critical practice-management decisions."
—Mark Tibergien
Chief Executive Officer, Pershing Advisor Solutions LLC

"The power behind these very practical tools and tips is that they are rooted in Deena Katz’s solid track record of accomplishment. She matches the theory with the reality of the business."
—Dale E. Brown, CAE
President & CEO, Financial Services Institute, Inc.