Deena Katz's Tools and Templates for Your Practice: For Financial Advisers, Planners, and Wealth Managers [With CDROM]

Immediately I had the forms and processes to help get the information I need from clients.

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.

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!

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.

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!