Deena B Katz

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Deena Katz on Practice Management
Deena Katz on Practice Management
Deena B Katz
For Financial Advisors Planners and Wealth Managers
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Deena Katz on Practice Management defines practice management for both novice and seasoned professionals, including dealing with market changes, customer satisfaction, networking among other planners, technology, and administration. »
Published September 1999, Paperback,
ISBN: 9781576600702
Categories : Finance & Investment
Deena Katz's Complete Guide to Practice Management
Deena B Katz
Tips, Tools, and Templates for the Financial Adviser
£32.50 £29.25 Special Offer-Save 10%
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Deena Katz's Complete Guide to Practice Management brings together two of the most successful books for financial advisors - updated and expanded into one valuable resource. »
Published February 2009, Paperback,
ISBN: 9781576603086
Categories : Finance & Investment, Business & Management
Deena Katz's Tools and Templates for Your Practice
Deena Katz's Tools and Templates for Your Practice
Deena B Katz
For Financial Advisors Planners and Wealth Managers
£32.50 £29.25 Special Offer-Save 10%
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Deena Katz's Tools and Templates for Your Practice is packed full of charts, form letters, concise tips, processes, and ideas from experienced practitioners around the world-approaches that you can put »
Published August 2001, Paperback,
ISBN: 9781576600849
Categories : Finance & Investment
Retirement Income Redesigned
Retirement Income Redesigned
Deena B Katz, Harold Evensky
Master Plans for Distribution
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A multi-contributor work aimed at financial advisers and wealth managers: 26 chapters offer fresh research and solutions for forecasting income needs, evaluating client requirements, using new investment vehicles and communicating »
Published July 2006, Paperback,
ISBN: 9781576601891
Categories : Finance & Investment
The Investment Think Tank
The Investment Think Tank
Harold Evensky, Deena B Katz
Theory Strategy and Practice for Advisers
£29.95 £26.96 Special Offer-Save 10%
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The Investment Think Tank brings together some of the biggest names in investment management, who share their thoughts and ideas on the best strategies to follow. »
Published November 2004, Paperback,
ISBN: 9781576601655
Categories : Finance & Investment
About Author
Deena B Katz

Deena B. Katz is president of Evensky & Katz, a financial-advisory firm in Coral Gables, Florida. Their innovation and skill have earned them the loyalty of clients; their daring and dedication have won them the respect of their peers.

Katz is co-editor of The Investment Think Tank: Theory, Strategy, and Practice for Advisers. She is the author of Deena Katz on Practice Management and Deena Katz's Tools and Templates for Your Practice (all Bloomberg Press).

She is a featured speaker at national and international legal, accounting, investment, and financial-planning conferences, and both are published widely and quoted extensively in financial journals and in newspapers.

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