Handbook for financial advisors on practice management
Katz, Deena B.
Handbook for financial advisors on practice management / by Deena B. Katz - xv, 308 pages
Includes bibliographical references and index.
Section one : the business Determining your core values, mission, and vision Designing the business Contingency and succession Section two : the people Adding a partner for fun and profit People make it happen Staff structure and retreats Section three : the environment Hardware makes it happen quickly Software makes it happen profitably Systems make it happen efficiently Section four : the growing Killing the sacred cows Positioning and public relations Transitioning your practice Section five : the client Hiring, firing, and refusing clients Retaining desirable clients Gotta-have-it resources
817224844X
Financial planners--Handbooks, manuals, etc.
Investment advisors--Handbooks, manuals, etc.
332.6
Handbook for financial advisors on practice management / by Deena B. Katz - xv, 308 pages
Includes bibliographical references and index.
Section one : the business Determining your core values, mission, and vision Designing the business Contingency and succession Section two : the people Adding a partner for fun and profit People make it happen Staff structure and retreats Section three : the environment Hardware makes it happen quickly Software makes it happen profitably Systems make it happen efficiently Section four : the growing Killing the sacred cows Positioning and public relations Transitioning your practice Section five : the client Hiring, firing, and refusing clients Retaining desirable clients Gotta-have-it resources
817224844X
Financial planners--Handbooks, manuals, etc.
Investment advisors--Handbooks, manuals, etc.
332.6