Product Description
Mary Rowland has distilled the experience of an elite group of 55 financial advisors into a compact handbook on excellence for planners of all kinds. Anyone managing money-fee-based planners, brokers, trust officers, attorneys, accountants-will reap scores of valuable tips and recommendations from 55 professionals considered by their peers to be among the best in the business. Based on hundreds of hours of group discussions among these top performers, Best Practices… More >>
This? a book well, with good advice and suggestions for the beginner and expert. Enjoy? Schnall fondo.Darin CFP, CPA / FP
Rating? No: 5 / 5
I just started my pr? Financial Internships inside and found? this book to be? helpful. . . Highly recommended for beginners
Rating? No: 5 / 5
Extraordinary! I just finished reading this book and you could not? To have been written by Mary Rowland -? the best! Funny s full, deep, reflective, educational and of information? N? Useful to the brim. Suffice it to say that someone who comes as financial adviser must find a new career, if not read this book. The list of players shouldn? To be limited to the investment adviser. Providers of funds and portfolio managers, shareholders, regulators and professionals involved in har? An well in having a copy of your
Rating? No: 5 / 5
This book? mediocre at best professionals who know nothing about business – not much better than that? out. Although the information? N contained in this book appears to be correct, that was very careless combined. Do not waste your money on this.
Classification? N: 1 / 5
This? ? Really? s? as a brochure for financial advisors who are profiled. Qu? waste.
Classification? N: 1 / 5