Deena Katz on Practice Management: For Financial Advisers, Planners, and Wealth Managers |
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| Title: | Deena Katz on Practice Management: For Financial Advisers, Planners, and Wealth Managers |
| Author: | Deena B. Katz |
| Publisher: | Bloomberg Press |
| Type: | Book / Hardcover |
| Publication Date: | 15 September, 1999 |
| ISBN / ISBN-13: | 157660070X / 9781576600702 |
| List Price: | $55.00 |
| Amazon Price: | $55.00 |
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This book is also available, brand-new, from 3rd-party marketplace sellers at Amazon.com, from $13.99.
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Editorial Review / Publisher's Information:
Product Description
Deena Katz "wrote the book" on practice management. And now it's in writing! Financial planning has outgrown old institutional models to become a personalized, one-on-one practice. As the demand for their services grows, financial advisers now need smarter business strategies and better methods for staying ahead of the competition. 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 twenty years' experience., Deena Katz explains the essential nuts and bolts for surviving and thriving as a financial planner--from taking advantage of the right technology to streamlining administration. She show planners how to develop a client-centered marketing approach and how to expanded their businesses at a comfortable, manageable rate. Risk goes hand in hand with running a financial planning practice. Katz delivers powerful anecdotal advice on how to avoid painful mistakes, when to "fire" a client, and how to develop productive, state-of-the-art systems without letting technology take over. Planners and advisers across the spectrum, in every stage of business development, will treasure the wisdom of the recognized guru of practice management. Topics include:
How to wean clients away from stock-watching and "performance anxiety"
The unique "concierge service" concept that has placed Katz's firm at the top of the industry
What works (and what doesn't) in marketing to high-net-worth individuals
Strategies for retaining valued clients and top caliber staff
First-hand lessons on how Katz guided her own practice to the top--including goofs and "great ideas" that bombed
Plus: valuable advice and shared experiences from other prominent advisers
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Customer Reviews:
• Financial Planning And Customer Experience
20 February, 2007
This book is an excellent guide to the importance of customer service in the financial planning world. Individuals willing to offer financial advice and service are everywhere - however successful financial planning firms are run by those that have paid attention to the details. A great book to give to new employees to help explain the importance of efficiency and how it correlates to a positive client experience.
- Amazon Customer Review
• Great Blueprint
11 March, 2001
Beginning Financial Planner creating a business plan and vision. Great blue print.
- Amazon Customer Review
• A Big Disappointment
21 November, 2002
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.
- Amazon Customer Review
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