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.
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Our Cosmic Glue
February 1, 2010Competing ideas may pit financial advisors against one another, but a much more powerful force should unite them — the desire to serve clients well.
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Can We Talk?
December 1, 2009Conversations with clients can be awkward, especially when they are emotional. here are ways to make discussions more fruitful.
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Measure What Matters
October 1, 2009By keeping track of the right information, you can discover what your current profitability is—and how to get it where you want it to be.
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Cosby, Plato and You
August 1, 2009How well do you understand your clients? How well do your plans reflect their needs? Do you recognize your clients' unique take on reality?
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Invest in People
May 29, 2009It's tempting to turn inward in bad times, but those who do miss new opportunities. here's how to encourage yourself—and your staff—to embrace growth.
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Take Care o' You
March 24, 2009While the bear market growls, you'll benefit from reaching out—to peers and to clients—at the same time that you're cutting back on expenses.
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Icing on the Cake
January 27, 2009Yes, your clients may have to work in retirement. But if you engage them in the right discussions, you can help them see this as a plus.
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