Deena Katz on Practice Management: For Financial Advisors Planners and Wealth Managers: For Financial Advisers, Planners and Wealth Managers (Bloomberg Professional) Book

Deena Katz "wrote the book" on practice management. And now it's in writing! Financial planning has outgrown old institutional models to become a personalized, one-on-one practice. As the demand for their services grows, financial advisers now need smarter business strategies and better methods for staying ahead of the competition. Deena B. Katz, one of America's most sought-after financial advisers, shares her management expertise in this guide to strengthening a financial planning or advising practice. Drawing on twenty years' experience., Deena Katz explains the essential nuts and bolts for surviving and thriving as a financial planner--from taking advantage of the right technology to streamlining administration. She show planners how to develop a client-centered marketing approach and how to expanded their businesses at a comfortable, manageable rate. Risk goes hand in hand with running a financial planning practice. Katz delivers powerful anecdotal advice on how to avoid painful mistakes, when to "fire" a client, and how to develop productive, state-of-the-art systems without letting technology take over. Planners and advisers across the spectrum, in every stage of business development, will treasure the wisdom of the recognized guru of practice management. Topics include: How to wean clients away from stock-watching and "performance anxiety" The unique "concierge service" concept that has placed Katz's firm at the top of the industry What works (and what doesn't) in marketing to high-net-worth individuals Strategies for retaining valued clients and top caliber staff First-hand lessons on how Katz guided her own practice to the top--including goofs and "great ideas" that bombed Plus: valuable advice and shared experiences from other prominent advisersRead More