![Paperback Deena Katz's Tools and Templates for Your Practice: For Financial Advisers, Planners, and Wealth Managers [With CDROM] Book](https://i.thriftbooks.com/api/imagehandler/m/30459002C37A1B52FBBA8E6A61AAD0480ADFCCA2.jpeg)
Deena Katz's Tools and Templates for Your Practice: For Financial Advisors, Planners, and Wealth Managers
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.
Format:Paperback
Language:English
ISBN:157660084X
ISBN13:9781576600849
Release Date:August 2001
Publisher:Bloomberg Press
Length:296 Pages
Weight:1.25 lbs.
Dimensions:0.8" x 8.6" x 11.0"
Customer Reviews
5 ratings
For a planner who works alone
Published by Thriftbooks.com User , 16 years ago
Immediately I had the forms and processes to help get the information I need from clients.
Buy it for the forms
Published by Thriftbooks.com User , 19 years ago
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.
Great, usefull tools
Published by Thriftbooks.com User , 20 years ago
As an independent planner, this book offers many tools that you can implement in your practice today! I'm so glad it came with the CD-rom so you can grab the templates and immediately start using them. Great ideas to build your practice!
Packed With Knowledge!
Published by Thriftbooks.com User , 23 years ago
Not many business books are worth shelling out 50 bucks, but this one isn't just a book, it's an investment. This powerful workbook includes an attached CD-ROM containing systems, forms, data sheets and guides that you can use to jumpstart your business activities. The section on media self-promotion is worth the entire price of admission. Clearly written and to the point, with many helpful guides and examples, the volume can save you countless hours of trying to reinvent your own personal version of the wheel. We [...] recommend this intensely focused compilation to all financial advisers, planners, attorneys, bankers and wealth managers who want to build and strengthen their practices.
Indispensable
Published by Thriftbooks.com User , 23 years ago
If you're in insurance sales, financial planning, accounting, securities, banking or in anyway involved in providing financial advice or services to the public, you owe it to your bottom line to get a copy of this book. Chock full of immediately implemental ideas (supported by forms & tables provided on a disk), the return on your investment will be near infinate.Best of all, Ms. Katz is a great story teller and her book's fun to read!
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