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Table
of Contents |
| Introduction |
| Chapter
1 |
"…Full of forehead-smacking "aha!"
moments -- insights and instructions that can't fail to make the reader
a wiser, more compassionate, and significantly more effective advisor."
Nick Murray, The Nick Murray Company, Mattituck,
NY
"The book is an invaluable resource and a must
read by anyone working in this market. Kudos to Mike and Dick for their
time, effort, and dedication to helping us succeed."
Bob Richards, MBA, CLU, CFP President EPA
Financial Services
“Fresh, needed, and vital, this book is full
of insightful ideas and practical help for the Financial Advisor. It
is an invaluable resource for understanding the changing dynamics of
client relationships and building a more successful business in a world
of unprecedented change.”
Mark M. Nichols, Financial Advisor, Merrill
Lynch, Johnson City TN
“The book is great! It is full of sensible advice
and has lots of immediate applications for people in our business."
Jim Nonnengard, National Sales Manager,
SouthTrust Securities
Find out how to make more money
and have better, deeper, relationships with aging boomers and older clients!
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