by Deena B. Katz
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| List Price: | $55.00 |
| Amazon Price: | $42.60 & eligible for FREE Super Saver Shipping on orders over $25. |
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| Lowest New Price: | $30.00 |
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Product Description
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.
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Average Customer Review:
0 of 0 people found the following review helpful:
 Financial Planning and Customer Experience, 2007-02-20
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.
9 of 13 people found the following review helpful:
 A big disappointment, 2002-11-21
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.
10 of 14 people found the following review helpful:
Highly Recommended!, 2001-09-27
Deena Katz, a Certified Financial Planner (CFP) who has given financial advice in magazines and on TV, describes how to set up a practice as a financial planner and adviser. She discusses how to grow your business and manage your clients' lives as well as their dollars. She draws on her experience, interviews and networking with other practitioners to provide a detailed hands-on guide. She considers such issues as recruiting, hiring and firing staff, working with partners, using hardware and software and setting up effective systems. She provides tips on public relations, hiring, firing and refusing clients, and keeping good clients. Her book concludes with a targeted resource section on useful books, journals, magazines, newsletters, software programs and Web sites. We [...] highly recommend this comprehensive introductory guide. Although it is directly targeted toward individuals in the financial planning arena, many of its ideas apply to starting any type of small professional or service business.
16 of 18 people found the following review helpful:
 Overrated but still I think its worth it..., 2001-09-16
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..
4 of 15 people found the following review helpful:
Great Blueprint, 2001-03-11
Beginning Financial Planner creating a business plan and vision. Great blue print.
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