Summary of Deena Katz's Tools and Templates for Your Practice

For Financial Advisers, Planners and Wealth Managers

Bloomberg Press, more...

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Deena Katz's Tools and Templates for Your Practice book summary
No one ever told you that managing the money was the easy part.


9 Overall

10 Applicability

9 Innovation

8 Style


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; and
  • How to stay on top terms with the media.


Why This Book?
Many financial advisers express frustration at the countless new systems and procedures they must incorporate into their practices to remain competitive. To ease your frustration as an accountant, insurance adviser, attorney, broker, banker or financial advisor, you can ...
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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.

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