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Title: Deena Katz's Tools and Templates for Your Practice: For Financial Advisors, Planners, and Wealth Managers by Deena B. Katz ISBN: 1-57660-084-X Publisher: Bloomberg Pr Pub. Date: August, 2001 Format: Paperback Volumes: 1 List Price(USD): $60.00 |
Average Customer Rating: 4 (4 reviews)
Rating: 1
Summary: Not for Planners in large broker-dealer firms!
Comment: I read all the stellar reviews posted on here and ordered the book and was very disappointed.
This book is good for individual brokers and small firms, but there is nothing in here for someone who is a planner/advisor of a large broker/dealer. Everything in here should be at your brokerage house for those working for the top 15 or so firms in the country.
Even the Monte Carlo game, which is discussed a lot in this book, is something a lot of trainees go through with their broker/dealers.
Independents and small firms will like it, and it is probably a VERY GOOD reference for them because it is put together well...but its the same ole stuff for others.
Rating: 5
Summary: Packed With Knowledge!
Comment: 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. We [...] recommend this intensely focused compilation to all financial advisers, planners, attorneys, bankers and wealth managers who want to build and strengthen their practices.
Rating: 5
Summary: Indispensable
Comment: If you're in insurance sales, financial planning, accounting, securities, banking or in anyway involved in providing financial advice or services to the public, you owe it to your bottom line to get a copy of this book.
Chock full of immediately implemental ideas (supported by forms & tables provided on a disk), the return on your investment will be near infinate.
Best of all, Ms. Katz is a great story teller and her book's fun to read!
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Title: Deena Katz on Practice Management: For Financial Advisers, Planners, and Wealth Managers by Deena B. Katz ISBN: 157660070X Publisher: Bloomberg Pr Pub. Date: 15 September, 1999 List Price(USD): $55.00 |
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Title: Virtual Office Tools for a High Margin Practice: How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours by David J. Drucker, Joel P. Bruckenstein ISBN: 1576601234 Publisher: Bloomberg Pr Pub. Date: October, 2002 List Price(USD): $50.00 |
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Title: Getting Started as a Financial Planner by Jeffrey H. Rattiner ISBN: 1576600351 Publisher: Bloomberg Pr Pub. Date: July, 2000 List Price(USD): $34.95 |
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Title: Storyselling for Financial Advisors : How Top Producers Sell by Mitch Anthony, Scott West ISBN: 0793136644 Publisher: Dearborn Trade Publishing Pub. Date: 12 January, 2000 List Price(USD): $30.00 |
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Title: Effort-Less Marketing for Financial Advisors by Steve Moeller ISBN: 0967205905 Publisher: American Business Visions Pub. Date: 08 October, 1999 List Price(USD): $44.95 |
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