Deena Katz's guest appearances

Deena Katz

Financial Advisor Success

Live Love Thrive

Roger Whitney

Rachel Lang

Hilary Hendershott

Jeff Rose

Michael Kitces

Andy Schwartz

Anna Sergunina

Dana Arnett

Lisa Garr

David Ortiz

Peter Lazaroff

Shirl Penney

Douglas Boneparth

Sheryl Garrett

Shelley Fisher

OwlTail

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

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: <a href="https://www.kitces.com/16" rel="nofollow" target="_blank">https://www.kitces.com/16</a>

Ep 016: Building Authentic Client Relationships By Practicing Skills (Not Pursuing Passions!) with Deena Katz

Live Love Thrive is a women's Empowerment hour featuring women who are doing amazing work in the world to inspire others to do the same. Producer 360 Karma's ideology is about women helping women so as to catapult females into more positions of influence

Co- Chair Women’s March LA, Deena Katz and Campowerment Founder Tammi Leader Fuller