Deena B. Katz

About the Author

Deena B. Katz is a seasoned financial planning expert with over three decades of experience in the industry, renowned for her practical insights into practice management for financial advisors. As a principal at Evensky & Katz/Foldes Financial Wealth Management, she has built a career dedicated to empowering professionals to streamline operations, enhance client relationships, and drive business growth. Her expertise spans compliance, marketing, and team building, making her a sought-after speaker and consultant. In her acclaimed book, Deena Katz's Complete Guide to Practice Management: Tips, Tools, and Templates for the Financial Adviser (Bloomberg Financial), she distills years of hands-on knowledge into actionable strategies, helping advisors navigate the complexities of running a successful practice in a competitive landscape.