Deena Katz

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When it comes to handing off your firm, make sure you communicate clearly with your next-gen advisors.
It's time to stop talking about 'finding your passion.' There's another strategy advisors should consider.
New U.K. regulations will force advisors there to make big changes. You should consider following their lead.
Five steps you should take now to protect your firm from fraud.
End-of-life issues are never more relevant than when you're actually facing them. Whether it's a client or your own family member, proceed with care.
Are you purposefully and holistically managing each touch point a client has with you, your staff and your firm?
Charitable giving is something advisors should be thinking about and discussing with clients all year long.
Preparing for succession is a nerve-wracking endeavor for many planners. Creating a peer review survey for everyone in your office will make the job easier.
Separate yourself from the pack by articulating your unique offering. It could increase your visibility and help you capture new business.
10 steps to help you evaluate your practice from top to bottom and potentially boost your profits.
Although it can be complex, financial planning doesn't have to be drudgery. Advisors who make the process enjoyable are more likely to keep clients.
It may feel like a full-scale invasion, but you can survive an SEC audit- if you're prepared for it.
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Oct 14, 2015
Nov 3-5, 2015
The Broadmoor Hotel in Colorado Springs, Colorado
Nov 4-5, 2015
New York Hilton Midtown, New York, NY