Summary of Deena Katz's Tools and Templates for Your Practice
For Financial Advisers, Planners and Wealth Managers
No one ever told you that managing the money was the easy part.
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. getabstract recommends this intensely focused compilation to all financial advisers, planners, attorneys, bankers and wealth managers who want to build and strengthen their practices.
In this summary, you will learn
- How to build and strengthen your financial service practice
- How to attract, assess and retain clients
- How to stay on top terms with the media
About the Author
Deena B. Katz , CFP, is an internationally recognized financial planner and a featured presenter at industry conferences worldwide. She is a contributing writer to Financial Planning Magazine and Investment Advisor , and is currently the editor-in-chief of the Journal of Retirement Planning. Ms. Katz lives in Coral Gables, Florida.
Comment on this summary
Customers who read this summary also read
Helaine Olen and Harold Pollack
Random House, 2009
Career Press, 2016
Erin Baebler and Lara Galloway
Career Press, 2014