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Title: Deena Katz on Practice Management: For Financial Advisers, Planners, and Wealth Managers by Deena B. Katz ISBN: 1-57660-070-X Publisher: Bloomberg Pr Pub. Date: 15 September, 1999 Format: Hardcover Volumes: 1 List Price(USD): $55.00 |
Average Customer Rating: 4.1 (10 reviews)
Rating: 5
Summary: Excellent! Can't wait to read more books by Ms. Katz!
Comment: This book makes a difference! It's obvious that "Practice Management for Financial Advisers, Planners, and Wealth Managers" is the practical advantage of skills that lead to success! It is brillant, easy-to-follow step-by-step methods and style to acquire the skills needed for winning at the rules and making them work for you!
Rating: 5
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.
Rating: 2
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.
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Title: Virtual Office Tools for a High Margin Practice: How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours by David J. Drucker, Joel P. Bruckenstein ISBN: 1576601234 Publisher: Bloomberg Pr Pub. Date: October, 2002 List Price(USD): $50.00 |
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Title: Storyselling for Financial Advisors : How Top Producers Sell by Scott West, Mitch Anthony ISBN: 0793136644 Publisher: Dearborn Trade Publishing Pub. Date: April, 2000 List Price(USD): $30.00 |
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Title: Effort-Less Marketing for Financial Advisors by Steve Moeller ISBN: 0967205905 Publisher: American Business Visions Pub. Date: 08 October, 1999 List Price(USD): $44.95 |
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Title: Getting Started as a Financial Planner by Jeffrey H. Rattiner ISBN: 1576600351 Publisher: Bloomberg Pr Pub. Date: July, 2000 List Price(USD): $34.95 |
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Title: Wealth Management: The Financial Advisor's Guide to Investing and Managing Your Client's Assets by Harold R. Evensky ISBN: 0786304782 Publisher: McGraw-Hill Trade Pub. Date: 01 August, 1996 List Price(USD): $55.00 |
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