Handbook for financial advisors on practice management / by Deena B. Katz
By: Katz, Deena B [author].
Material type:
BookPublisher: Mumbai : Jaico Publishing House, 2006Description: xv, 308 pages.Content type: text Media type: unmediated Carrier type: volumeISBN: 817224844X.Subject(s): Financial planners -- Handbooks, manuals, etc | Investment advisors -- Handbooks, manuals, etc| Item type | Current location | Collection | Call number | Status | Date due | Barcode | Item holds |
|---|---|---|---|---|---|---|---|
| Book | Project 8 Branch Reference Section | Circulation | C 332.6 K19h 2006 (Browse shelf) | Available | 122590d |
Browsing Project 8 Branch Shelves , Shelving location: Reference Section , Collection code: Circulation Close shelf browser
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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
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