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Deena Katz's Tools and Templates for Your Practice: For Financial Advisors, Planners, and Wealth Managers

Deena Katz's Tools and Templates for Your Practice: For Financial Advisors, Planners, and Wealth Managers

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Описание
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 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