Getting Clients to Take Action

Wall Street Journal -'Most people aren't terribly organized about their finances,' says Deena Katz, chairman of Evensky & Katz, a Coral Gables, Fla., financial-planning firm, and an associate professor at Texas Tech University's personal financial planning division. 'No matter what we ask them to do, they're going to have a hard time pulling it together.'

As a fourth- and fifth-grade teacher years ago, Barbara Tobias helped her students with their organizational and time-management skills and gave them friendly but firm reminders to do their homework.

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"Most people aren't terribly organized about their finances," says Deena Katz, chairman of Evensky & Katz, a Coral Gables, Fla., financial-planning firm, and an associate professor at Texas Tech University's personal financial planning division. "No matter what we ask them to do, they're going to have a hard time pulling it together."

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