Deena Katz on Practice Management: For Financial Advisers, Planners, and Wealth Managers [Hardcover]

Deena B. Katz (Author)

Book Description

ISBN-10: 157660070X | ISBN-13: 978-1576600702 | Publication Date: September 15, 1999 | Edition: 1st

Deena 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.

Editorial Reviews

Review

"Every financial planner should read this book. The chapter 'concierge service' is worth many times the price on its own." -- David S. Norton, CFP, President , Institute of Financial Planning

"Gives insights on how to make a practice more successful--and it also gives some real perspective on what success is." -- Janet G. McCallen, CAE, Executive Director , International Association for Financial Planning

"This book outlines step-by-step how you can make your practice an efficient, profitable, and highly professional endeavor." -- Don Phillips, President and CEO, Morningstar, Inc.

About the Author

Deena B. Katz, CFP, is president of Evensky, Brown & Katz, a financial planning firm in Coral Gables, Florida. She has been named one of the Best Financial Planners by Worth magazine. She speaks frequently at national and international conferences for organizations such as the ICFP, IAFP, AICPA, NAPFA, and the AIFP.

Product Details

• Hardcover: 304 pages
• Publisher: Bloomberg Press; 1st edition (September 15, 1999)
• Language: English
• ISBN-10: 157660070X
• ISBN-13: 978-1576600702
• Product Dimensions: 9.5 x 6.2 x 1.2 inches
• Shipping Weight: 1.6 pounds
• Average Customer Review: 4.2 out of 5 stars  See all reviews (11 customer reviews)
• Amazon Best Sellers Rank: #1,130,156 in Books (See Top 100 in Books)

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Customer Reviews

Most Helpful Customer Reviews

12 of 12 people found the following review helpful:

5.0 out of 5 stars I wish this had been written sooner, September 27, 2000

By 

Patricia A. Powell (gladstone, nj USA) - See all my reviews
(VINE VOICE)    (REAL NAME)   

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This review is from: Deena Katz on Practice Management: For Financial Advisers, Planners, and Wealth Managers (Hardcover)

Deena Katz's book should be read by anyone even considering a career in independent financial planning, and asset management. Financial planners and money managers obtain technical competence through education and professional designation programs such as the CFP, and CFA. This book assumes that you already know your craft. It deals with the important business of establishing, enhancing and staying in business.

Katz is true to her title. She thoroughly addresses all aspects of managing a financial practice... including designing the business, adding a partner, staff structure, hardware, software, positioning, public relations, hiring, firing and refusing clients, as well as, retaining desirable clients. This book has been written for the financial professional who has control of the financial practice management.

I have been a practicing financial advisor for over 15 years. I wish Katz's book had been available sooner.

16 of 18 people found the following review helpful:

3.0 out of 5 stars Overrated but still I think its worth it..., September 16, 2001

By A Customer

This review is from: Deena Katz on Practice Management: For Financial Advisers, Planners, and Wealth Managers (Hardcover)

We Financial advisors are always looking for an edge. To often we're severely dissapointed. This book has merit and unfortunately a lot of fluff. Most in the industry know all the software available and filing systems.

What was of interest was the parts on client retention and firing clients. This was helpful

In the sense that it improved my vision of my practice I have to say it was worthwhile. However a well written article could have done the same.

Your call..

21 of 25 people found the following review helpful:

2.0 out of 5 stars Not what it's hyped to be, July 21, 2000

A Kid's Review

This review is from: Deena Katz on Practice Management: For Financial Advisers, Planners, and Wealth Managers (Hardcover)

I'm a retail stockbroker/financial planner. The material is almost completely useless for retail brokers and most financial planners. The material would mainly be usable by fee-only financial planners catering to extremely wealthy individuals and wishing to take the author's "concierge" approach to servicing clients. For most retail brokers, insurance agents, and most financial planners, the book contains little of use; don't waste your money on it.