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

Introduction.

Part 1. The Business.

Chapter 1. Determining your core values, mission, and vision.

Chapter 2. Designing the business.

Chapter  3. Marketing your business.

Chapter 4. Positioning and public relations.

Chapter 5. Designing collateral material.

Chapter 6. Profitability and optimizing.

Chapter 7. Transitioning your practice.

Part 2. The Staff.

Chapter 8. Contingency and succession.

Chapter 9. Adding a partner for fun and profit.

Chapter 10. People make it happen.

Part 3. The Client.

Chapter 11. Killing the sacred cows.

Chapter 12. New client issues.

Chapter 13. Client education.

Chapter 14. Client communication issues.

Chapter 15. Retaining desirable clients.

Chapter 16. Hiring, firing, and refusing clients.

Part 4. The Process.

Chapter 17. The killer process.

Chapter 18. Lagniappe - ideas to use and expand.

Notes.

Trademarks.

Index.