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Deena Katz's Tools and Templates for Your Practice: For Financial Advisors, Planners, and Wealth Managers - Katz, Deena B; Katz, Deena B.
book is out-of-stock
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Katz, Deena B; Katz, Deena B.:
Deena Katz's Tools and Templates for Your Practice: For Financial Advisors, Planners, and Wealth Managers - Paperback

2001, ISBN: 157660084X

ID: 14067969045

[EAN: 9781576600849], [PU: Bloomberg Press], Business & Economics|Corporate Finance, Business & Economics|Forecasting, Business & Economics|Personal Finance|General, This Book is in Good Condition. Clean Copy With Light Amount of Wear. 100% Guaranteed. Summary: Table of Contents Acknowledgments Introduction Section 1: Get 'Em in the Door Chapter 1- Marketing, Public Relations, and Courting the Media form 1-01 Customer Profile Chapter 2- Old and New Marketing Tricks form 2-01 Planning Our Estates Chapter 3- Designing prospect Packages form 3-01 Public Relations Material form 3-02 Client Profiles form 3-03 Features and Benefits form 3-04 Investment Philosophy form 3-05 Summary of Services/Tire Kicker Section 2: Then Qualify 'Em and Interview 'Em Chapter 4- Client Qualification tools and the First Interview form 4-01 Prospect Form form 4-02 Preliminary Data Gathering Questionnaire form 4-03 Client Fit Ratio form 4-04 Client Objectives Chapter 5- Data Gathering form 5-01 Confidential Personal Financial Profile form 5-02 Business Financial Planning Data Questionnaire form 5-03 Cash Flow Worksheet form 5-04 The Life Insurance Design Questionnaire form 5-05 Asset Titling Matrix Section 3: Figure 'Em Out Chapter 6- Client Education form 6-01 Risk Coaching Questionnaire form 6-02 Risk Tolerance Analysis Algorithm Chapter 7- Investment Policies and Financial Plans form 7-01 Investment Policy Summary form 7-02 Strategy Analysis form 7-03 Financial Market Projections form 7-04 Retirement Planning Projections form 7-05 Asset History form 7-06 Your Investment Policy Section 4: Take Care of 'Em Chapter 8- Client Communication Issues form 8-01 Agreement for Wealth Management Services form 8-02 Investment Policy Agreement form 8-03 Investment Advisory Agreement Chapter 9- Client Management Issues form 9-01 Quarterly Newsletter form 9-02 Client Policy Analysis form 9-03 Manager Summaries form 9-04 Manager Spotlight Section 5: Take Care o' You Chapter 10 Business- and Client-Related Tips and Tools form 10-01 Shift Inventory: Results Plus form 10-02 Trade Request Form for Principals and Employees form 10-03 Insider Trading Policy form 10-04 Client Confidentiality Agreement form 10-05 Questionnaire for Domestic Investment Managers form 10-06 Portfolio Breakdown form 10-07 Weekly Performance Chart of Managers form 10-08 Task Manager form 10-09 Client Progress Sheet form 10-10 Fee Calculation form 10-11 Non-Managed Account Form form 10-12 Value Pricing-Value Added Services form 10-13 Sample Surveyst form 10-14 Sample Letters form 10-15 Sample Agenda form 10-16 Client Satisfaction form 10-17 Client Survey Chapter 11- Lagniappe-Ideas to Use and Expand

Used or antiquarian book Abebooks.com
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Deena Katz's Tools and Templates for Your Practice: For Financial Advisers, Planners, and Wealth Managers [With CDROM] - Katz, Deena B.
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Katz, Deena B.:
Deena Katz's Tools and Templates for Your Practice: For Financial Advisers, Planners, and Wealth Managers [With CDROM] - used book

ISBN: 9781576600849

ID: 7106298

Following on the heels of the author's immensely popular book, Deena Katz on Practice Management, this nuts-and-bolts resource illustrates its predecessor's time-saving concepts. Deena Katz's Tools and Templates for Your Practice elaborates on the first book's concepts by providing and explaining how to use the actual check sheets, forms, and procedures developed by top wealth managers and planners. It offers financial planners and advisers dozens of shortcuts to running an efficient, thriving practice. Whether financial planners have been in business for ten days or ten years, they will benefit from this book's commonsense, pragmatic approach to running a successful advisory practice. The book is organized around the natural cycle of finding, developing, and keeping clients. It includes a free CD-ROM containing all the Microsoft Office forms and spreadsheets in the book, usuable on both PC and Macintosh platforms. Readers can customize these valuable tools to build a solid administrative structure for their businesses. Many of the book's documents will be maintained and updated on the Web, to help financial planners stay abreast of leading-edge thinking in practice management. Deena Katz's Tools and Templates for Your Practice: For Financial Advisers, Planners, and Wealth Managers [With CDROM] Katz, Deena B., Bloomberg Press

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Deena Katz's Tools and Templates for Your Practice: For Financial Advisers, Planners, and Wealth Managers [With CDROM] (Bloomberg Professional Library
book is out-of-stock
(*)
Deena Katz's Tools and Templates for Your Practice: For Financial Advisers, Planners, and Wealth Managers [With CDROM] (Bloomberg Professional Library - used book

2001, ISBN: 9781576600849

ID: 8a456311023bc7893fa5a2d71319f9ff

Binding:Taschenbuch,Edition:Pap/Cdr,Label:Bloomberg Press,Publisher:Bloomberg Press,NumberOfItems:1,medium:Taschenbuch,numberOfPages:288,publicationDate:2001-08-01,authors:Katz, Deena B.,ISBN:157660084X Taschenbuch, Bloomberg Press

Used or antiquarian book Medimops.de
Nr. M0157660084X Shipping costs:, 3, DE. (EUR 1.00)
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Deena Katz's Tools and Templates for Your Practice: For Financial Advisers, Planners, and Wealth Managers [With CDROM] (Bloomberg Professional Library
book is out-of-stock
(*)
Deena Katz's Tools and Templates for Your Practice: For Financial Advisers, Planners, and Wealth Managers [With CDROM] (Bloomberg Professional Library - used book

2001, ISBN: 9781576600849

ID: 8a456311023bc7893fa5a2d71319f9ff

Binding:Taschenbuch,Edition:Pap/Cdr,Label:Bloomberg Press,Publisher:Bloomberg Press,NumberOfItems:1,medium:Taschenbuch,numberOfPages:288,publicationDate:2001-08-01,ISBN:157660084X Taschenbuch, Bloomberg Press

Used or antiquarian book Medimops.de
Nr. M0157660084X Shipping costs:, 3, zzgl. Versandkosten, plus shipping costs
Details...
(*) Book out-of-stock means that the book is currently not available at any of the associated platforms we search.
Deena Katz's Tools and Templates for Your Practice: for Financial Advisors, Planners, and Wealth Managers - Katz, Deena B; Katz, Deena B.
book is out-of-stock
(*)
Katz, Deena B; Katz, Deena B.:
Deena Katz's Tools and Templates for Your Practice: for Financial Advisors, Planners, and Wealth Managers - Paperback

2001, ISBN: 9781576600849

ID: 12755411255

Softcover, Very good condition-book only shows a small amount of wear. Biggest little used bookstore in the world., [PU: Bloomberg Press]

Used or antiquarian book Alibris.com
Sierra Nevada Books
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