Tools and Templates for Your Practice: For Financial Advisors, Planners and Wealth Managers
“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. 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 “
