Managing Your Practice

Designated a Doody's Core Title!/span Are you establishing a solo or collaborative health care practice? This concise reference book is designed to provide the basic business and management skills you need. It is packed with practical information, from writing your mission statement to preparing and implementing a business plan, to marketing and legal considerations. Three sample business plans are included as an appendix.

How do you build a financial advisory business in today’s competitive and often-saturated markets? How can you break through the clutter, and develop strong and lasting client relationships? We believe it can be done by harnessing the power of practice management! The Power of Practice Management shows you the “how,” “why” and “what” of taking your business to the next level, introducing you to best practices and the thinking behind actions of some of the industry’s top-quartile firms. Author Matt Matrisian leads you on a journey filled with intriguing ideas and bottom-line lessons that teach you how to work on your business, not just in it. Whether you’re the head of a large advisory firm, part of a small practice or just starting out, you will discover a roadmap for turning your good business into a better one. The author also addresses: Making business strategy and planning part of your defined game plan; Transforming your firm’s vision and goals to build your business Capitalizing on referral sources and centers of influence Your personal brand as a product of intuitive thinking And much more. The Power of Practice Management teaches you how to channel the strength of your business and connect it to your clients’ experiences. The results unlock the secrets to driving customer loyalty, referral revenue, and business prosperity. In the process, you’ll also enhance your personal brand – allowing you the opportunity for business prosperity.

Product management has become a critical connective role for modern organizations, from small technology startups to global corporate enterprises. And yet the day-to-day work of product management remains largely misunderstood. In theory, product management is about building products that people love. The real-world practice of product management is often about difficult conversations, practical compromises, and hard-won incremental gains. In this book, author Matt LeMay focuses on the CORE connective skills— communication, organization, research, execution—that can build a successful product management practice across industries, organizations, teams, andtoolsets. For current and aspiring product managers, this book explores:? On-the-ground tactics for facilitating collaboration and communication? How to talk to users and work with executives? The importance of setting clear and actionable goals? Using roadmaps to connect and align your team? A values-first approach to implementing Agile practices? Common behavioral traps that turn good product managers bad

Deena B. Katz, one of America's most sought after financial advisers, shares her management expertise in this guide to strengthening a financial planning or advising practice. Drawing on 20 years' experience, Katz explains the essential nuts and bolts for surviving and thriving as a financial planner. She shows planners how to develop a client-centered marketing approach and how to expand their business at a comfortable, manageable pace.

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.

Teaching new product development is not an easy task. Part of the difficulty is the one-of-a-kind nature of these projects.This book and the software that comes with it (Project Team Builder) present a unique approach to the teaching and training of new product development — an approach based on a software tool that combines an interactive, dynamic case study and a simple yet effective Project Management System.The book focuses on problems that a new product development team faces in planning, monitoring and controlling its projects. Together with the software, the book provides the user with the opportunity to experience complex new product development situations, understand the situation, develop alternative ways to cope with it and select the best alternative based on rigorous analysis.Readers can learn more about the subject from the author's online course on New Product Development.For more information on the Project Team Builder simulator, please contact SandboxModel.

Start and Run Your Own Private Therapy Practice Running your own private practice takes more than an advanced degree, memberships in professional psychology organizations, and the ability to be a good therapist. And while your continuing education and training may be useful, setting up and managing a successful practice is a matter of business and organizational know-how as much as professional proficiency. If you're opening your own private practice or want to run your existing practice more efficiently, Private Practice Made Simple is your detailed guide. This book offers tips on everything from getting client referrals and creating a positive and comfortable office atmosphere to building a strong and thriving therapy practice that can serve both you and your clients. You'll learn how to attract clients as a new therapist and how to manage your practice as it grows. This complete tool kit will help you: Find an office and set up a treatment room Establish headache-free routines for organizing client information and forms Decide on a fee and manage your finances Prevent burnout by maintaining a healthy work-life balance

This title includes a Foreword by John W Bachman, Professor of Medicine, Mayo Clinic College of Medicine, Rochester, Minnesota. Mastering the art of medical practice management requires knowledge that most physicians don't learn in medical school, residency, and fellowship training. Successful practice management in the 21st century requires physicians to understand how to organize and manage a practice, manage their finances, recruit, work with, and manage people within and outside of the practice, improve healthcare delivery and clinical outcomes, and ensure compliance with federal, state, and local laws and regulations. "Medical Practice Management in the 21st Century: The Handbook" addresses multiple aspects of medical practice management. It offers both background information and practical tools. The workbook format, supported by web-based tools, allows busy physicians to gain a basic understanding of many topics, determine strategies for their practices, and seek additional information when they want it. This guide will be ideal for both physicians who need business guidance as they begin their careers and physicians who are already in practice and want to enhance their business skills. Many physicians can't afford or choose not to hire a professional practice administrator or manager; this book will help them assume managerial responsibilities with the same level of confidence that they bring to clinical care. Physicians in academic medical centers who manage departments, programs, or research studies will also benefit. "This book is essential for any clinician planning to open a new practice or attempting to improve the quality and efficiency of an existing practice. Read and learn." - John Bachman MD, in the Foreword. "Written for the busy practitioner - clear, concise, and practical without any wasted space. I wish I had had this resource when I was starting practice. It's the bible for practice management, just as the "Washington Manual" was in earlier years." - Robert S Galvin, MD, Director of Global Healthcare for General Electric. "Important. Crosses many boundaries, covering a wide variety of topics. Guides physicians in developing the infrastructure that they need to succeed." - John Fallon, MD, Chief Physician Executive, Blue Cross Blue Shield of Massachusetts. "There is no better book or resource to use to develop the necessary proficiency to run a first-class, stellar practice than this. All who read this book will be able to ensure that every patient has a positive experience with your practice and will not only enjoy the experience but will tell other physicians, their family and their friends about you and your practice and thus make your practice thrive and prosper." - Dr Neil Baum, Clinical Associate Professor of Urology, Tulane Medical School, New Orleans, Louisiana. "I love the chapter on financial management. It is very complete and gives a non-business major a good grasp of complicated information." - Allen R. Wenner, MD, family medicine practitioner, West Columbia Family Medicine, South Carolina. "I like the format of the exhibits. In the chapter on financial management, the side-by-side problem/solution approach is easily understandable and lends itself to a solution oriented approach. I can spot my own practice's issues and immediately understand what to do without searching through a lot of text." - Tom Sena, MD, President of Raleigh Children and Adolescents Medicine, Raleigh, North Carolina. "Full of good material which I am actively planning to use. Extremely helpful!" - Dr Damian McHugh, President, Raleigh Emergency Medicine Associates, Raleigh, NC.