Customer Reviews

Deena Katz's Tools and Templates for Your Practice: For Financial Advisors, Planners, and Wealth Managers

5 star:		(6)
4 star:		(0)
3 star:		(3)
2 star:		(0)
1 star:		(1)

 

 

Not many business books are worth shelling out 50 bucks, but this one isn't just a book, it's an investment. This powerful workbook includes an attached CD-ROM containing systems, forms, data sheets and guides that you can use to jumpstart your business activities. The section on media self-promotion is worth the entire price of admission. Clearly written and to the point, with many helpful guides and examples, the volume can save you countless hours of trying to reinvent your own personal version of the wheel. We [...] recommend this intensely focused compilation to all financial advisers, planners, attorneys, bankers and wealth managers who want to build and strengthen their practices.

If you're in insurance sales, financial planning, accounting, securities, banking or in anyway involved in providing financial advice or services to the public, you owe it to your bottom line to get a copy of this book.

Chock full of immediately implemental ideas (supported by forms & tables provided on a disk), the return on your investment will be near infinate.

Best of all, Ms. Katz is a great story teller and her book's fun to read!

This book would be especially helpful for someone starting a new financial planning practice. The CD-ROM includes forms like a sample client contract, an investment policy statement and a load of other forms that would take hours to come up with on your own. Little things like a sample of her own ADV are also very useful if you are trying to set up a practice and wade through the maze of paperwork that will be required. While the book gives some practical advice on planning which may or may not be useful, depending on how experienced the planner is, the disk alone is worth the price of the book. One reviewer stated that the book isn't of much use to a broker/planner at a large firm (they have their own forms and procedures) but for an independent planner it's perfect.

As an independent planner, this book offers many tools that you can implement in your practice today! I'm so glad it came with the CD-rom so you can grab the templates and immediately start using them. Great ideas to build your practice!

If you need help promoting your practice, this gives you many ideas on what and how to do it. As to the forms, no new ideas here.

Immediately I had the forms and processes to help get the information I need from clients.

If you're looking for a "business in a box" scenario for your financial services practice, this is not it. The tools and templates are gleaned from several different places, and lack consistency in quality and design. In addition, they will have to be customized and "compliancized" for your practice.

Not exactly what I expected from someone so well known in the industry.

The enclosed CD of forms provide a great starting point for content. Given the author is one of the nation's premier personal financial advisors, I expected the forms on the enclosed CD-Rom to be more sophisticated, as well as more consistent in presentation. Some of the forms are in Excel, others in Word. Before you could use these documents with a client you would need to do an overhaul to change the font, margins, headings, and outline style so that any binder of combined documents would not look thrown together.

I read all the stellar reviews posted on here and ordered the book and was very disappointed.

This book is good for individual brokers and small firms, but there is nothing in here for someone who is a planner/advisor of a large broker/dealer. Everything in here should be at your brokerage house for those working for the top 15 or so firms in the country.

Even the Monte Carlo game, which is discussed a lot in this book, is something a lot of trainees go through with their broker/dealers.

Independents and small firms will like it, and it is probably a VERY GOOD reference for them because it is put together well...but its the same ole stuff for others.

One of the most useful practice management books ever written for financial planning professionals....