deena katz s tools and templates for your practice
Deena Katz?s Tools and Templates for Your Practice
Deena Katz B. Deena Katz's Complete Guide to Practice Management. Tips, Tools, and Templates for the Financial Adviser
Deena B. Katz, CFP, a preeminent authority on practice management and an internationally recognized financial adviser, presents a comprehensive guide to running a professional financial planning practice. To create this book, Katz updated, revised, and combined her two acclaimed books Deena Katz on Practice Management (1999) and Deena Katz's Tools and Templates for Your Practice (2001). In this newly expanded volume, she presents the essentials on how to help a practice thrive side by side with the tools and templates needed for the everyday operation of your firm. This new volume offers guidance on practice-management issues: setting up an office systems and technology administration and staffing marketing growing as the market changes hanging on to clients for the long term succession planning when the time comes This comprehensive resource provides sample forms, worksheets, templates, letters, brochures, and collateral materials developed and refined by top wealth managers and planners. From keeping the business running well by designing dynamic collateral material, to considering plans for retirement, Deena B. Katz guides advisers through every challenge a financial planning business will face.
Deena Katz on Practice Management
Proven techniques for resolving workplace conflicts After years of seeing clients struggling and their businesses suffering with destructive conflicts, Diane Katz developed The Working Circle, a step-by-step process that helps everyone in business resolve conflict in a non-confrontational, creative, collaborative way. Win at Work! provides you with a no-nonsense guide based on real-life examples of people at pivotal points in their careers. Filled with practical wisdom, it reveals how you can move around the roadblocks that, if left unattanded, can stop you in your tracks. Win at Work! also helps those of us who are uncomfortable with conflict, giving them tools for solving problems in a nonconfrontational manner. This essential guide Offers a proven step-by-step process for conflict resolution Deals with complex business questions about independence, moral values, face-saving, goal-setting, and leadership Provides easy language for talking through problems and reaching a relatively painless outcome Putting aside simple band-aid solutions, Win at Work! is your proven resource for the kind of long-term team-building that ultimately makes the difference in business and organizational success.
Ross Levin Implementing the Wealth Management Index. Tools to Build Your Practice and Measure Client Success
The gold standard for measuring financial progress, updated for today's market From Ross Levin, a trusted financial planner, comes Implementing the Wealth Management Index. The new edition of the book Investment Advisor called a «landmark opus,» this revised and updated volume expands upon his legendary Wealth Management Index tool. A benchmark system that, through a series of questions and evaluations, enables advisors to score their performance for individual clients, the tool is used by firms around the world. In this new edition, the index looks at asset protection, disability and income protection, debt management, investment planning, and estate planning. The new edition adds more how-to information, as well as actual client examples and case studies to show how Levin's firm successfully uses the index as a daily strategy. Asks the important questions, like «Did you use all reasonable means to reduce your taxes?» and "Have you established and funded all the necessary trusts? Have you made your desired gifts for this year? Newly revised and expanded for the first time since 1997 Essential guidance from a top man in the game, Implementing the Wealth Management Index is the one-stop resource for measuring client financial progress.
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Marketing Tools for Starting and Building an Appraisal Practice
Joel Bruckenstein P. Technology Tools for Today's High-Margin Practice. How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours
Revolutionize your financial advisory practice with the latest cutting-edge tools Tired of spending more time with filing cabinets than with clients? Is overhead eating up your margins? In a new revised edition of the «bible» of practice management and technology for financial professionals, two leading financial planners, with some help from their friends*, deliver the knowledge advisors have been begging for. This book serves up a nontechnical trove of technology, clever workarounds, and procedural efficiencies tailored to help financial advisors in private practice move toward today's virtual office. The authors show you how to drastically reduce the paperwork in your office, slash overhead, and find anything you need in seconds using the latest software. This revised edition includes new information on SaaS and cloud computing, software integrations, mobile devices/apps, social media tools, portfolio accounting and outsourcing, collaborative tools, digital signatures, workflow management, marketing technology and much more. Perfect for successful practices seeking greater efficiencies and healthier profit margins The authors are well-known financial advisors, each with more than 30 years of experience in financial services Addresses the evolution of the virtual office and its impact on advisory firms If you're looking for new systems and efficiencies to transform and streamline your private practice, look no further than Technology Tools for Today's High-Margin Practice. *Chapter 1 Selecting the Right CRM System, Davis D. Janowski Chapter 2 The Future of Financial Planning Software, Bob Curtis Chapter 3 The Future of Financial Planning Software and the New Client-Advisor Relationship, Linda Strachan Chapter 4 Portfolio Management Software, Mike Kelly Chapter 5 Achieving Growth and Profitability with Technology Integration, Jon Patullo Chapter 6 How the World Wide Web Impacts the Financial Advisor, Bart Wisniowski Chapter 7 Managing Your Online Presence, Marie Swift Chapter 8 Client Portals and Collaboration, Bill Winterberg Chapter 9 The Cloud, J. D. Bruce Chapter 10 Digital Signature Technology, Dan Skiles Chapter 11 Innovative Software and Technologies Implemented at One of the United States’ Leading Advisory Firms, Louis P. Stanasolovich Chapter 12 Virtual Staff Sparks Growth, Profitability, and Scalability, Jennifer Goldman Chapter 13 ROI—The Holy Grail of the Technology Purchase Decision, Timothy D. Welsh Chapter 14 Building an Efficient Workflow Management System, David L. Lawrence
Rules & Tools for Leaders: From Developing Your Own Skills to Running Organizations of Any Size, Practical Advice for Leaders at All Levels
Rules and Tools for Leaders offers insightful and useful advice that avoids the flavor-of-the-month management theories that are long on speculation and short on practical application. This is a fully revised, updated, and reorganized edition of a classic management handbook. It never loses sight of the big picture of how any company should operate. It provides useful and time-tested advice that can be implemented immediately to the benefit of the entire organization. From defining the qualities of outstanding leaders to putting good leadership skills into practice, from managing yourself and others to handling the difficult tests that leadership brings, this book includes valuable checklists and reviews. In addition, it highlights some of the best leadership programs and presents a host of compelling and instructive anecdotes that illustrate the ideas throughout.
Increase your score on the LSAT If you're preparing for law school, your single biggest hurdle is the Law School Admission Test or LSAT. This three and a half hour exam consisting of five multiple choice sections and one timed writing sample can make or break your legal aspirations. Fortunately, LSAT For Dummies, Premier PLUS 2nd Edition—now with access to practice tests online prepares you for the LSAT by giving you proven test-taking strategies and ample practice opportunities. From the book you'll gain the vital tools you need to understand the reasoning behind analytical reasoning, get a handle on logical reasoning, flaunt your talent in the writing section, master reading comprehension, and much more. Plus, go online and study wherever and whenever with free access to additional LSAT practice opportunities; and the ability to create customized practice in the subjects you need to study the most. Includes proven strategies to help you identify common pitfalls and increase your score Lets you test your skills with practice problems for every question type Premier edition offers additional test-taking opportunities online If you're an aspiring lawyer and want to put your best foot forward, LSAT For Dummies, Premier 2nd Edition has you covered.
Claude Legrand Innovative Intelligence. The Art and Practice of Leading Sustainable Innovation in Your Organization
Innovation is a key source of competitive advantage, but it remains frustratingly elusive for many organizations. This book shows you how to close the innovation gap by making individuals and organizations systematically and sustainably innovative. You will learn how to embrace a culture of innovation and make it permeate every level of the organization. You will find a clear road map and practical tools to redefine your workplace's culture, identify and tap into the existing innovative intelligence, and develop leaders who can close the innovation gap for greater business success.
Alan Weiss Million Dollar Consulting Toolkit. Step-by-Step Guidance, Checklists, Templates, and Samples from The Million Dollar Consultant
The practical toolbox for readers of Million Dollar Consulting This useful guide provides specific checklists, guidelines, templates, and actual examples for every step of the consulting process. It covers marketing, sales, meetings, implementation, follow-up, invoicing, practice management, insurance, equipment, subcontracting, and scores of other elements. Thousands of people have bought Weiss's Million Dollar Consulting and started their own consultancy. Now, this handy resource goes hand-in-hand to provide all the tools new consultants need to enact all the recommendations and ideas in Million Dollar Consulting. Alan Weiss, PhD (East Greenwich, RI), has consulted for hundreds of organizations around the world, including Mercedes-Benz, Hewlett-Packard, Merck, Chase, American Press Institute, and the Times-Mirror Group. He is the author of 12 books, including Getting Started in Consulting (0-471-47969-1) and Organizational Consulting (0-471-26378-8).
David Lawrence L. The Efficient Practice. Transform and Optimize Your Financial Advisory Practice for Greater Profits
An essential guide to tools and techniques for achieving efficiency, productivity, and profitability in financial advisory firms As a profession, financial advisors have been very well educated on how to be a financial advisor, but the industry does a poor job of preparing financial advisors to be great business owners. This book presents the Profit-Driven Architecture, a visual way of viewing the operational structure of a financial practice. Provides a concrete way of understanding and improving the interrelationship of different parts of the operations of a financial practice firm Explains how to increase the efficiency, productivity, and profitability of the firm, recognizing the interrelationships with one another Reveals how to increase the capacity and value of the practice Given an aging population of financial advisors and increased focus on succession planning, increasing the value of a financial practice is a key deliverable of efficiency and this book showcases the best ways to do so.
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Score higher on the ASVAB AFQT Having a stable and well-paying career in the military can change your life for the better—and this book makes it easier than ever to pass the ASVAB AFQT so you can serve your country and set your future up for success. Inside, you’ll find all the guidance and instruction you need to practice your way through the Math Knowledge, Paragraph Comprehension, Word Knowledge, and Arithmetic Reasoning sections of the exam so nothing comes as a surprise on test day. Plus, you get a one-year subscription to the online companion, where you can take additional full-length practice tests and focus your study where you need it the most. Updated guidelines and tools to analyze test scores and understand how to master these critical sections of the exam Advice and tips for becoming more confident with vocabulary, word knowledge, and reading comprehension skills A review of math basics, including algebra and geometry instruction Four full-length practice exams with complete explanations and answers to track your progress Your future in the military awaits! Get there faster and more confidently with ASVAB AFQT For Dummies!
The bestselling enlistment test-prep—newly expanded and improved! Wanna join the military? Your first step is to take the ASVAB—the Armed Services Vocational Aptitude Battery. Your score on this important test helps determine your military career, so if you have a specific job in mind, you need the right score to make that happen. 2017/2018 ASVAB For Dummies offers an in-depth view of each of the ASVAB's nine subtests with plenty of practice questions, exercises, and strategies for boosting performance and scores in key areas. You'll benefit from proven study tips to help you pinpoint your strengths and weaknesses and hone your test-taking skills. 2017/2018 ASVAB For Dummies is your key to preparing to take the ASVAB and getting the score you need to get the job you want. Overviews and practice questions for all 9 subtests Six full ASVAB practice tests to perfect test-taking skills One AFQT practice test to assess enlistment eligibility 2017/2018 ASVAB For Dummies is a must-have book that provides you with the integral tools and information you need in order to score the military future of your dreams!