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Profitable Practice by Deena Katz


Deena Katz is an associate professor in the personal financial planning division at Texas Tech University. She is also chairman of Evensky & Katz in Coral Gables, Fla.

Contact Financial Planning's Profitable Practice Columnist Deena Katz.

  • 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 office will make the job easier.

  • Mission Control

    October 1, 2011

    Separate yourself from the pack by articulating your unique offering. It could increase your visibility and help you capture new business.

  • 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 likely to keep clients.

  • 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 prioritize their time and activities.

  • 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?

  • Enjoy the Ride

    August 1, 2010

    Two years after the economic meltdown, the stock market is still volatile and investors are still worried. Here's how to keep them engaged.

  • Last Gen to Next Gen

    June 1, 2010

    Luminaries from the first wave of financial planners fielded probing questions from Texas Tech students. Their answers may surprise you.

  • Set Up for Succession

    April 1, 2010

    Before you can step back from your practice, you have to prepare for someone else to step in. That will require looking at it in a new, dispassionate way.