Deena Katz's Complete Guide to Practice Management Quotes

“am saying that an adviser must be able to synthesize complex and sophisticated concepts and communicate them effectively to clients, while maintaining an environment of caring and trust.”
― Deena B. Katz, Deena Katz's Complete Guide to Practice Management: Tips, Tools, and Templates for the Financial Adviser

“Today, planning has become collaborative and interactive, using software and tools that will allow clients to “play” with different scenarios, becoming invested in the results. Our delivery is online, and the focus is on the process of planning, not the product (the plan). We engage as many other professionals as we need to (accountants, attorneys, and insurance agents) to complete the implementation.”
― Deena B. Katz, Deena Katz's Complete Guide to Practice Management: Tips, Tools, and Templates for the Financial Adviser

“Most importantly, to successfully develop a serious business, you need a process, a practice, by which to obtain that information and, once obtained, a method with which to put that information to use in your business productively. —Michael Gerber, author of The E-Myth”
― Deena B. Katz, Deena Katz's Complete Guide to Practice Management: Tips, Tools, and Templates for the Financial Adviser

“By now, you should have enough material to design, develop, or just renew your own core values, mission, and vision statements. Start with your one thing and work from there. A good building is never built until the architect blends the dream with the details.”
― Deena B. Katz, Deena Katz's Complete Guide to Practice Management: Tips, Tools, and Templates for the Financial Adviser

“and Estate Management. We believe all of”
― Deena B. Katz, Deena Katz's Complete Guide to Practice Management: Tips, Tools, and Templates for the Financial Adviser