Deena Katz on Practice Management: For Financial Advisers, Planners, and Wealth Managers
Author: Deena B. Katz
List Price: $55.00
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ISBN: 157660070X
Publisher: Bloomberg Pr (15 September, 1999)
Sales Rank: 34,764
Average Customer Rating: 4.1 out of 5
Customer Reviews
Rating: 5 out of 5
I wish this had been written sooner
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.
Rating: 5 out of 5
Excellent! Can't wait to read more books by Ms. Katz!
This book makes a difference! It's obvious that "Practice Management for Financial Advisers, Planners, and Wealth Managers" is the practical advantage of skills that lead to success! It is brillant, easy-to-follow step-by-step methods and style to acquire the skills needed for winning at the rules and making them work for you!
Rating: 2 out of 5
A big disappointment
After all the rave reviews, I thought this would be a great book on practice management. What I got was a book by Deena Katz on Deena Katz. For example, in discussing contact management systems, she glosses over Act! and Goldmine; barely mentions Text Library System and ProTracker, but spends considerable time talking about paying $50,000 to have a consultant design a system. If you currently have a fee only practice that is grossing in the high 6-figures and want to develop it into a multi-million $ firm, like Deena Katz, then I suggest you read this book. Similar Products
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