Deena B. Katz, CFP, is an internationally recognized financial adviser and preeminent authority on practice-management issues. She is a partner of Evensky & Katz, a wealth management firm in Coral Gables, Florida, and an associate professor in the Division of Personal Financial Planning at Texas Tech University in Lubbock, Texas. Katz is the author of six books on financial planning and practice-management topics. She served as the editor in chief of the Journal of Retirement Planning, and has been a contributing writer for Financial Advisor, Investment Advisor, Financial Planning magazine, and National Underwriter. She is a columnist for Financial Planning magazine.
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.