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

by Deena B Katz (Author), Deena B. Katz (Author) "When Mark Hurly, president of Undiscovered Managers, produced his white paper, The Future of the Investment Advisory Business in 1999, it was met with mixed..." (more)
Key Phrases: cost basis information, harold evensky, investment policy statement, Monte Carlo, Year Level Premium, Deena Katz (more...)

Editorial Reviews

Review
"Practical and valuable templates from some of the people that I respect most in financial planning." -- Ross Levin, CFP, Author of The Wealth Management Index

"the best, most useful volume ever written on the topic of practice management...all planners owe Katz...our sincere gratitude. -- MorningstarAdvisor.com

few books will be as appreciated as this wonderful, easy-to-use guide to running a great practice." -- Don Phillips, Managing Director, Morningstar, Inc.

Product Description
This nuts-and-bolts book expands on the time-saving approaches of the author's acclaimed book, Deena Katz on Practice Management, by providing-and explaining how to use-the actual checksheets, forms, presentations, and procedures developed and refined by Evensky Brown & Katz and other top wealth managers and planners.

Deena Katz brings together, as no one else could, the collective knowledge and labor-saving systems that leading advisers use to make their practices cost-efficient, client-friendly, and competitive. It is packed full of charts, form letters, concise tips, processes, and ideas from experienced practitioners around the world-approaches that you can put to use today.

Whether you have an established practice or are launching one, here are tips and resources you won't find anywhere else:

* Everything a well-run planning practice needs to survive, thrive, and manage growth
* Tools for keeping top clients over the long haul
* Documents that streamline compliance and practice-management tasks
* Components for a public relations and marketing plan, with form letters and a system for building credibility with the media
* Free CD-ROM with user-ready customizable Microsoft Word, Excel, and PowerPoint files for PC or Mac

See all Editorial Reviews

Product Details

• Paperback: 288 pages
• Publisher: Bloomberg Press (August 2001)
• Language: English
• ISBN-10: 157660084X
• ISBN-13: 978-1576600849
• Product Dimensions: 10.9 x 8.4 x 0.9 inches
• Shipping Weight: 2 pounds
• Average Customer Review: 4.0 out of 5 stars See all reviews (10 customer reviews)
• Amazon.com Sales Rank: #391,071 in Books (See Bestsellers in Books)

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Customer Reviews

Most Helpful Customer Reviews

28 of 30 people found the following review helpful:

5.0 out of 5 stars Packed With Knowledge!, October 26, 2001

By	Rolf Dobelli "getAbstract.com" (Switzerland) - See all my reviews (TOP 50 REVIEWER)    (REAL NAME)

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.

27 of 32 people found the following review helpful:

5.0 out of 5 stars Indispensable, August 11, 2001

By A Customer

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!

7 of 7 people found the following review helpful:

5.0 out of 5 stars Buy it for the forms, February 15, 2006

By	Kevin Pilot (San Clemente, CA USA) - See all my reviews (REAL NAME)

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.