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Deena Katz on Practice Management: For Financial Advisers, Planners, and Wealth Managers
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List Price:
$55.00
Homebizpc.com Price:
$40.15
Your Savings: $ 14.85 ( 27% )
Subject To Change Without Notice
Availability: Usually ships in 24 hours
Manufacturer: Bloomberg Press
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Average Customer Rating:  
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Binding: Hardcover
Dewey Decimal Number: 658.15
EAN: 9781576600702
ISBN: 157660070X
Label: Bloomberg Press
Manufacturer: Bloomberg Press
Number Of Items: 1
Number Of Pages: 308
Publication Date: 1999-09-15
Publisher: Bloomberg Press
Studio: Bloomberg Press
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Editorial Reviews:
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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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Spotlight customer reviews:
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Customer Rating:
Summary: Financial Planning and Customer Experience
Comment: 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.
Customer Rating:
Summary: A big disappointment
Comment: 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.
Customer Rating:
Summary: Highly Recommended!
Comment: 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.
Customer Rating:
Summary: Overrated but still I think its worth it...
Comment: 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..
Customer Rating:
Summary: Great Blueprint
Comment: Beginning Financial Planner creating a business plan and vision. Great blue print.
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