Deena Katz's Complete Guide to Practice Management: Tips, Tools, and Templates for the Financial Adviser
"Never has so much useful, practical information been compiled in one place for the financial advisory practice."—Bob VeresPublisher,Inside Informationnewsletterwww.bobveres.com"The chapter 'The Killer Process' alone is worth the price of the book. Systematizing your practice is one of the major keys to success in this business, and Deena gives you a step-by-step guide for doing exactly that."—David J. Drucker, MBA, CFPPresident, Drucker Knowledge SystemsPrincipal, Virtual Office News LLC"Deena Katz continues to make important contributions to the business of financial advice. She brings years of practical experience in forming, merging, and growing a successful advisory firm, combined with insight she has gained as a teacher of financial-planning principles to college students. The result is a reference that advisers at every level will find helpful to have handy when trying to sort through critical practice-management decisions."—Mark TibergienChief Executive Officer, Pershing Advisor Solutions LLC"The power behind these very practical tools and tips is that they are rooted in Deena Katz’s solid track record of accomplishment. She matches the theory with the reality of the business."—Dale E. Brown, CAEPresident & CEO, Financial Services Institute, Inc.