Deena Katz's Tools and Templates for Your Practice: For Financial Advisors Planners and Wealth Managers Pap/Cdr Edition

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 by evensky 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, here are 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 compliance and practice-management tasks

components for a public relations and marketing plan, with form letters and a system for building credibility with the media

free cd rom with user-ready customizable microsoft word, excel, and powerpoint files for pc or mac