‘Beyond Performance: How Financial Advisors Deliver Added Value to Their Clients’ – A New Book by Financial Advisor David I. Katz
BOCA RATON, Fla. (PRWEB) May 08, 2018 -- Choosing a financial advisor is an important decision for any investor. David Katz, AIF®, AAMS®, managing director and financial advisor of the Boca Raton, Florida, office of Raymond James & Associates (RJA) has written a timely book, “Beyond Performance” How Financial Advisors Deliver Added Value to Their Clients,” packed with ideas, insights and practical advice for investors.
“Ideally a good advisor will listen carefully to your hopes and dreams in order to understand your personal goals in life,” says Katz. He notes that a good financial advisor should also address your concerns, explain complicated financial concepts and identify both risks and opportunities in helping you plan for the future.
“David Katz’s book ‘Beyond Performance’ is very readable and actionable,” says Tash Elwyn, president, Private Client Group, Raymond James & Associates. “It is intended to help individuals and families make better financial decisions throughout their life including how to select the right financial professional(s).”
Drawing on decades of experience, Katz advises readers to take a long-term approach in developing savings and investment strategies to reach their financial goals. “Take a deep breath, relax and don’t worry so much about the constantly changing daily values of your assets and return on your portfolio,” he says.
In his book, Katz covers a wide range of financial-related topics, including the impact of marriage, a child, divorce and death. He also looks closely at retirement planning and being able to enjoy the later stages in life. But one of his key themes is asking the right questions to find an advisor who can help clients beyond investment performance.
As Chris Jeppesen, chief of advisory practices, First Trust Portfolios, L.P., says, “’Beyond Performance’ is a concise and panoramic collection of actionable strategies that an investor can use to not only assess his or her current financial plan to ensure every piece of the puzzle is addressed, but also how to ensure their relationship with a financial advisor is a good fit……if someone is focused primarily on returns, it would be easy to trivialize the value of a financial professional who deploys an all-encompassing process that integrates wealth and risk management factors.”
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About the Author
David I. Katz is an Accredited Investment Fiduciary® (AIF) and an Accredited Asset Management Specialist (AAMS®) who advises professionals, retirees, families and other clients on personal financial strategies. He has more than 25 years of investment and wealth management experience. His first book, “A Financial Prescription for Doctors and Dentists: Strategies for Achieving Your Personal and Career Goals” was published in 2015 by Outskirts Press.
About Raymond James & Associates
Raymond James & Associates, Inc., member New York Stock Exchange/SIPC, which has built a national reputation for more than 50 years as a leader in financial planning for individuals, corporations and municipalities, is a wholly owned subsidiary of Raymond James Financial, Inc. (NYSE-RJF), a leading diversified financial services company with approximately 7,300 financial advisors in 3,000 locations throughout the United States, Canada and overseas. Total client assets are $704 billion.
Accredited Asset Management Specialist SM and AAMS®, are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries.
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David Katz, Raymond James, https://www.raymondjames.com/katzwealthmanagement/books-by-david, +1 561-981-3601, [email protected]
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