Deena Katz

Recent Stories From This Author

The Right Experience
April 1, 2012 Are you purposefully and holistically managing each touch point a client has with you, your staff and your firm?

Giving It Away
February 1, 2012 Charitable giving is something advisors should be thinking about and discussing with clients all year long.

Replacing Yourself
December 1, 2011 Preparing for succession is a nerve-wracking endeavor for many planners. Creating a peer review survey for everyone in your...

Mission Control
October 1, 2011 Separate yourself from the pack by articulating your unique offering. It could increase your visibility and help you capture...

Summer Repair Project
August 1, 2011 10 steps to help you evaluate your practice from top to bottom and potentially boost your profits.

Take Me Back, Please
June 1, 2011 Although it can be complex, financial planning doesn't have to be drudgery. Advisors who make the process enjoyable are more...

Keep Calm and Carry On
April 1, 2011 It may feel like a full-scale invasion, but you can survive an SEC audit- if you're prepared for it.

RVU Thinking
February 1, 2011 Advisors who want to work at their highest and best use could take a lesson from physicians who use relative value units to...

Dear Client
December 1, 2010 Are your quarterly client letters getting to the heart of your clients' concerns? Here's one that hits the mark.

What Clients Value
October 1, 2010 What is most important to the clients you serve? Is it service, security, safety? Do your clients even know?