Deena Katz's Complete Guide to Practice Management: Tips, Tools, and Templates for the Financial Adviser: 64 (Bloomberg Financial) - Image 1

£49.28

Kogan Page Deena Katz's Complete Guide to Practice Management: Tips, Tools, and Templates for the Financial Adviser: 64 (Bloomberg Financial)

Name: Deena Katz's Complete Guide to Practice Management: Tips, Tools, and Templates for the Financial Adviser: 64 (Bloomberg Financial)
Brand: Kogan Page
Price: 47.42 GBP
Availability: InStock

Management

Price History & Forecast

Last 88 days • 88 data points

Historical

Generating forecast...

Price Distribution

Price distribution over 88 days • 5 price levels

Days at Price

Current Price

Price Analysis

Most common price: £49 (30 days, 34.1%)

Price range: £46 - £49

Price levels: 5 different prices over 88 days

Description

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.

Product Specifications

Brand: Kogan Page
Format: Paperback
ASIN: 1576603083
Category: Books > Subjects > Business, Finance & Law > Management
Domain: Amazon UK
Publication Date: 06 January 2009
Listed Since: 28 March 2008

Barcode

No barcode data available

Kogan Page Deena Katz's Complete Guide to Practice Management: Tips, Tools, and Templates for the Financial Adviser: 64 (Bloomberg Financial)

Price History & Forecast

Price Distribution

Price Analysis

Description

Product Specifications

Barcode

Similar Products You Might Like

The New Wealth Management: The Financial Advisor's Guide to Managing and Investing Client Assets: 28 (CFA Institute Investment Series)

Working with the Emotional Investor: Financial Psychology for Wealth Managers

The Market for Retirement Financial Advice (Pension Research Council)

The Regulation of Financial Planning in Australia: Current Practice, Issues and Empirical Analysis (Banking, Money and International Finance)

Optimizing Distribution Systems in Asset Management: Institutional Arrangements as Key Factor of Success

Concise Encyclopedia of Investing

Values-Based Estate Planning: A Step-by-Step Approach to Wealth Transfer for Professional Advisors: 154 (Wiley Nonprofit Law, Finance and Management Series)

ActiveBeta Indexes: Capturing Systematic Sources of Active Equity Returns: 588 (Wiley Finance)

Mathematical and Statistical Methods for Actuarial Sciences and Finance: MAF 2022

Wiley's Level III CFA Program 11th Hour Final Review Study Guide 2023

Risk Management for Pension Funds: A Continuous Time Approach with Applications in R (EURO Advanced Tutorials on Operational Research)

Portfolio Management Practices in Sovereign Wealth Fund: International Diversification at the Norwegian Government Pension Fund and the Implications for Russia

Weiss Ratings Consumer Box Set, Spring 2016 (Financial Ratings)

Weiss Ratings Guide to Life & Annuity Insurers, Fall 2016 (Financial Ratings Series)

Wiley's Level II CFA Program 11th Hour Final Review Study Guide 2023

Investment Analysis and Portfolio Management

The Rise and Fall of Wessex Asset Management and the 2008 Crash: Entrepreneurial Financial Markets (Towards the Twenty-First Century Organization)

Investment Management and Mismanagement: History, Findings, and Analysis: 17 (Innovations in Financial Markets and Institutions, 17)

Risikoverhalten von Aktienfondsmanagern: Eine spieltheoretische und empirische Analyse (Finanz- und bankwirtschaftliche Forschung)

THEORY AND REALITY IN FINANCIAL ECONOMICS: ESSAYS TOWARD A NEW POLITICAL FINANCE

Reframing Finance: New Models of Long-Term Investment Management

Fuzzy Portfolio Optimization: Advances in Hybrid Multi-criteria Methodologies: 316 (Studies in Fuzziness and Soft Computing, 316)

Life Insurance 10X: Revolutionizing the Insurance Experience for Optimal Results

Asset allocation in investment funds: Complementing the post modern portfolio theory