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

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Deena Katz on Practice Management: For Financial Advisers, Planners, and Wealth Managers ReviewDeena Katz's book should be read by anyone even considering a career in independent financial planning, and asset management. Financial planners and money managers obtain technical competence through education and professional designation programs such as the CFP, and CFA. This book assumes that you already know your craft. It deals with the important business of establishing, enhancing and staying in business.
Katz is true to her title. She thoroughly addresses all aspects of managing a financial practice... including designing the business, adding a partner, staff structure, hardware, software, positioning, public relations, hiring, firing and refusing clients, as well as, retaining desirable clients. This book has been written for the financial professional who has control of the financial practice management.
I have been a practicing financial advisor for over 15 years. I wish Katz's book had been available sooner.Deena Katz on Practice Management: For Financial Advisers, Planners, and Wealth Managers Overview

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Practice Made Perfect: The Discipline of Business Management for Financial Advisors Review

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Practice Made Perfect: The Discipline of Business Management for Financial Advisors ReviewA well-engineered and reliable kitchen appliance, say a toaster oven or a blender, has a certain functional beauty, and so does this book. Authors Mark C. Tibergien and Rebecca Pomering specifically target and serve financial advisers who own consulting firms. Based on their decades of consulting experience, the authors offer sound advice designed to protect - or deliver - any small financial service firm from a fiscal crisis. In the course of doing so, they debunk several myths, such as the notion that you can simply sell your way out of poor financial performance, or that most small firms don't need to borrow to pay for their operations. With an appendix chock full of helpful tools, such as a cash-flow calculator, a sample financial statement and a practice-management assessment questionnaire, this is a useful book for any small consultancy. We strongly recommend this book to financial advisers who know the value of good advice.Practice Made Perfect: The Discipline of Business Management for Financial Advisors Overview

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