Deena Katz's Tools and Templates for Your Practice: For Financial Advisors, Planners, and Wealth Managers |
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| Title: | Deena Katz's Tools and Templates for Your Practice: For Financial Advisors, Planners, and Wealth Managers |
| Author: | Deena B Katz
Deena B. Katz |
| Publisher: | Bloomberg Press |
| Type: | Book / Paperback |
| Publication Date: | August, 2001 |
| ISBN / ISBN-13: | 157660084X / 9781576600849 |
| List Price: | $60.00 |
| Amazon Price: | $137.15 (via Amazon marketplace seller) |
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Editorial Review / Publisher's Information:
Product Description
This nuts-and-bolts book expands on the time-saving approaches of the author's acclaimed book, Deena Katz on Practice Management, by providing-and explaining how to use-the actual checksheets, forms, presentations, and procedures developed and refined by Evensky Brown & Katz and other top wealth managers and planners. Deena Katz brings together, as no one else could, the collective knowledge and labor-saving systems that leading advisers use to make their practices cost-efficient, client-friendly, and competitive. It is packed full of charts, form letters, concise tips, processes, and ideas from experienced practitioners around the world-approaches that you can put to use today. Whether you have an established practice or are launching one, here are tips and resources you won't find anywhere else: * Everything a well-run planning practice needs to survive, thrive, and manage growth
* Tools for keeping top clients over the long haul
* Documents that streamline compliance and practice-management tasks
* Components for a public relations and marketing plan, with form letters and a system for building credibility with the media
* Free CD-ROM with user-ready customizable Microsoft Word, Excel, and PowerPoint files for PC or Mac
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Customer Reviews:
• Forms; Great Starting Point For Content, Uneven Presentation
05 September, 2007
The enclosed CD of forms provide a great starting point for content. Given the author is one of the nation's premier personal financial advisors, I expected the forms on the enclosed CD-Rom to be more sophisticated, as well as more consistent in presentation. Some of the forms are in Excel, others in Word. Before you could use these documents with a client you would need to do an overhaul to change the font, margins, headings, and outline style so that any binder of combined documents would not look thrown together.
- Amazon Customer Review
• Buy It For The Forms
15 February, 2006
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.
- Amazon Customer Review
• Not What I Expected
22 February, 2008
If you're looking for a "business in a box" scenario for your financial services practice, this is not it. The tools and templates are gleaned from several different places, and lack consistency in quality and design. In addition, they will have to be customized and "compliancized" for your practice.
Not exactly what I expected from someone so well known in the industry.
- Amazon Customer Review
• For A Planner Who Works Alone
22 August, 2008
Immediately I had the forms and processes to help get the information I need from clients.
- Amazon Customer Review
• More Self Promotion
09 November, 2006
If you need help promoting your practice, this gives you many ideas on what and how to do it. As to the forms, no new ideas here.
- Amazon Customer Review
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