Ep 016: Building Authentic Client Relationships By Practicing Skills (Not Pursuing Passions!) with Deena Katz
Our guest this week, Deena Katz, was already writing entire books about practice management when I was still cutting my teeth as a financial advisor. Deena is a financial advisor, author, and educator who has long espoused the importance of holistic financial planning.
Deena was an early adopter of niches, settling into work with widows and divorcees that needed help managing their money. Deena has empowered not only women during her 41-year career, but clients and planners from all walks of life.
In this interview, Deena talks about the early years of financial planning and how she and her partners established one of the first fee-only practices. Deena also talks about the second half of her career, which she's dedicated to teaching the next generation of financial planners.
Get the full show notes and transcript for this episode at: https://www.kitces.com/16
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Our guest this week, Deena Katz, was already writing entire books about practice management when I was still cutting my teeth as a financial advisor. Deena is a financial advisor, author, and educator who has long espoused the importance of holistic financial planning.
Deena was an early adopter of niches, settling into work with widows and divorcees that needed help managing their money. Deena has empowered not only women during her 41-year career, but clients and planners from all walks of life.
In this interview, Deena talks about the early years of financial planning and how she and her partners established one of the first fee-only practices. Deena also talks about the second half of her career, which she's dedicated to teaching the next generation of financial planners.
Get the full show notes and transcript for this episode at: https://www.kitces.com/16
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