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Deena Katz's Tools and Templates for Your Practice
Book

Deena Katz's Tools and Templates for Your Practice

For Financial Advisers, Planners and Wealth Managers

Bloomberg Press, 2001 más...

audio autogenerado
audio autogenerado

Editorial Rating

9

Qualities

  • Innovative
  • Applicable

Recommendation

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.

Take-Aways

  • The days when financial planners could just wait for clients to walk in the door are long gone.
  • To build a practice, you must market your business.
  • Good marketing does not cost money; it makes money.

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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