Building authentic relationships with clients by practicing skills (not chasing passions!) With Deena Katz

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Building authentic relationships with clients by practicing skills (not chasing passions!) With Deena Katz

Our visitor this week, Deena Katz, was already writing complete books on apply administration after I was nonetheless chopping my enamel as a monetary advisor. Deena is a monetary advisor, writer and educator who has lengthy held the significance of holistic monetary planning.

Deena was the primary area of interest adopter, settling in working with widows and divorced individuals who wanted assist managing their cash. Throughout her 41-year profession, Deena has empowered not solely girls but in addition shoppers and planners from all walks of life.

On this interview, Deena talks in regards to the first years of monetary planning and the way she and her companions carried out one of many first practices which might be paid for. Deena additionally talks in regards to the second half of her profession, instructing the subsequent technology of monetary planners.

Get full notes and a transcript of this episode at: https://www.kitces.com/16

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