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

By Deena B. Katz
Book Details
  • Author: Deena B. Katz
  • Binding: Hardcover
  • Publisher: Brand: Bloomberg Press
  • Published: 1999-09-01
  • Edition: 1st

with the staggering growth of the financial planning industry, individual practitioners often face problems starting and then managing the growth of their businesses. the acknowledged authority on this subject, deena b. katz, cfp, defines practice management for both novice and seasoned professionals, including dealing with market changes, customer satisfaction, networking among other planners, technology, and administration.

topics covered in deena katz on practice managementinclude: how to identify a practice's unique value-added service; best forms of business organization; contingency and succession plans; to partner or not to partner; finding, motivating, and managing the best staff; hardware and software systems planners need; public relations; client relations; retention and building client loyalty; and an entire chapter of resources for financial advisers.

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