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Deena Katz's Tools and Templates for Your Practice: For Financial Advisors, Planners, and Wealth Managers
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List Price:
$60.00
Homebizpc.com Price: $149.98
Subject To Change Without Notice
Availability: N/A
Manufacturer: Bloomberg Press
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Average Customer Rating:  
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Binding: Paperback
Dewey Decimal Number: 332.610681
EAN: 9781576600849
ISBN: 157660084X
Label: Bloomberg Press
Manufacturer: Bloomberg Press
Number Of Items: 1
Number Of Pages: 288
Publication Date: 2001-08
Publisher: Bloomberg Press
Studio: Bloomberg Press
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Editorial Reviews:
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Following on the heels of the author's immensely popular book, Deena Katz on Practice Management, this nuts-and-bolts resource illustrates its predecessor's time-saving concepts. Deena Katz's Tools and Templates for Your Practice elaborates on the first book's concepts by providing and explaining how to use the actual check sheets, forms, and procedures developed by top wealth managers and planners. It offers financial planners and advisers dozens of shortcuts to running an efficient, thriving practice. Whether financial planners have been in business for ten days or ten years, they will benefit from this book's commonsense, pragmatic approach to running a successful advisory practice. The book is organized around the natural cycle of finding, developing, and keeping clients. It includes a free CD-ROM containing all the Microsoft Office forms and spreadsheets in the book, usuable on both PC and Macintosh platforms. Readers can customize these valuable tools to build a solid administrative structure for their businesses. Many of the book's documents will be maintained and updated on the Web, to help financial planners stay abreast of leading-edge thinking in practice management.
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Spotlight customer reviews:
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Customer Rating:
Summary: For a planner who works alone
Comment: Immediately I had the forms and processes to help get the information I need from clients.
Customer Rating:
Summary: Not what I expected
Comment: If you're looking for a "business in a box" scenario for your financial services practice, this is not it. The tools and templates are gleaned from several different places, and lack consistency in quality and design. In addition, they will have to be customized and "compliancized" for your practice.
Not exactly what I expected from someone so well known in the industry.
Customer Rating:
Summary: Forms; great starting point for content, uneven presentation
Comment: The enclosed CD of forms provide a great starting point for content. Given the author is one of the nation's premier personal financial advisors, I expected the forms on the enclosed CD-Rom to be more sophisticated, as well as more consistent in presentation. Some of the forms are in Excel, others in Word. Before you could use these documents with a client you would need to do an overhaul to change the font, margins, headings, and outline style so that any binder of combined documents would not look thrown together.
Customer Rating:
Summary: More Self Promotion
Comment: If you need help promoting your practice, this gives you many ideas on what and how to do it. As to the forms, no new ideas here.
Customer Rating:
Summary: Buy it for the forms
Comment: 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.
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