Deena Katz on Practice Management: For Financial Advisors Planners and Wealth Managers: For Financial Advisers, Planners and Wealth Managers (Bloomberg Financial)
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Deena Katz on Practice Management: For Financial Advisors Planners and Wealth Managers: For Financial Advisers, Planners and Wealth Managers (Bloomberg Financial)
Customer reviews (10)
20 February 2007Financial Planning and Customer Experience
This book is an excellent guide to the importance of customer service in the financial planning world.
21 November 2002A big disappointment
After all the rave reviews, I thought this would be a great book on practice management.
27 September 2001Highly Recommended!
Deena Katz, a Certified Financial Planner who has given financial advice in magazines and on TV, describes how to set up a practice as a financial planner and adviser.
16 September 2001Overrated but still I think its worth it...
We Financial advisors are always looking for an edge.
11 March 2001Great Blueprint
Beginning Financial Planner creating a business plan and vision.
27 September 2000I wish this had been written sooner
Deena Katz's book should be read by anyone even considering a career in independent financial planning, and asset management.
11 May 2000Best Book Available on The Topic
Ms.
9 March 2000A Must Read for Financial Planners
Actually, three people must read Deena's book: practicing financial planners, individuals considering a career in financial planning and customers seeking a financial planner.
11 February 2000Excellent! Can't wait to read more books by Ms. Katz!
This book makes a difference!
23 November 1999A Practice Management Must
I keep Deena's book by my desk as a virtual bible on practice management.