The Cutting Edge in Financial Services [Paperback]

Bob Veres (Author)

Book Description

Publication Date: January 1, 2003 | ISBN-10: 0872186229 | ISBN-13: 978-0872186224

Don't miss out on the industry's best advice, ideas and insights. The Cutting Edge in Financial Services has drawn from the best ideas, innovations and insights of the nation's most successful planners.

Editorial Reviews

About the Author

Here is the book you will reach to time after time to find new and innovative ways to grow your business and compete in the future. In eight distinct sections, Bob Veres presents hundreds of unique approaches to help you increase profits and client satisfaction all gleaned from the nation s most successful financial advisors.
The Cutting Edge synthesizes the author s 20 years of experience among the pioneers and leaders of the financial services community into an entertaining collection of wisdom on the state of the profession, its trends and its future.

From the revolution in client services to practice management tips and today s emerging business models, you ll find insightful nuggets and witty yet sound advice on every page.

Product Details

• Paperback: 327 pages
• Publisher: National Underwriter Company (January 1, 2003)
• Language: English
• ISBN-10: 0872186229
• ISBN-13: 978-0872186224
• Product Dimensions: 8.3 x 5.5 x 0.8 inches
• Shipping Weight: 13.6 ounces (View shipping rates and policies)
• Average Customer Review: 5.0 out of 5 stars  See all reviews (3 customer reviews)
• Amazon Best Sellers Rank: #2,381,848 in Books (See Top 100 in Books)

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Customer Reviews

Most Helpful Customer Reviews

14 of 17 people found the following review helpful:

5.0 out of 5 stars What's this book about, anyway?, February 13, 2003

By 

Bob Veres (Mars Hill, NC United States) - See all my reviews

This review is from: The Cutting Edge in Financial Services (Paperback)

I'm the author of The Cutting Edge, so I thought it might be helpful to let you know what the book does--and doesn't--have in it.

I'm a writer/publisher in the financial services world, and I write exclusively for financial services professionals. If you're a consumer, this is probably not the book for you. If you're in the profession, as a financial planner, insurance or investment professional, or as a representative of a mutual fund or other organization and want a quick, comprehensive read about what's going on with the professionals you work with, then you'll almost certainly find this book useful.

The Cutting Edge is a very compehensive review of the changes that the financial services profession is going through, what new services are being offered and how, new trends in managing a practice, shifts in the accepted wisdom about portfolio building and investments, and a section on how to get yourself out of the box and unlock your personal potential in a very demanding and competitive business.

Who am I? I run an interactive information service called Inside Information, which has about 2,000 participants. Every week, I discuss what we think we know about an important topic, and invite feedback. 95% of the participants WON'T respond, but those 5% who do (it's different every week) will have thought deeply about the subject, and will respond with thoughts, ideas and suggestions that I, frankly, would never have thought of. I capture this information, send it back to the membership, and suddenly we all know a LOT more than we did before. In a week!

I think this is the way all journalism will be practiced someday, as information is delivered through the interactive medium of the Web, rather than the one-way media of TV or print.

This book is an organized collection of the best thoughts and ideas and wisdom that has come through our Inside Information discussions over the past two years. It's the best guide you'll find to where the whole world of financial services is going, and I can say that with all due modesty, because all the credit (literally) goes to 2,000 great thinkers and successful professionals.

Thanks for browsing.

8 of 10 people found the following review helpful:

5.0 out of 5 stars All Financial Advisors need to read this book, May 7, 2003

By 

Elissa Buie (Falls Church, VA USA) - See all my reviews

This review is from: The Cutting Edge in Financial Services (Paperback)

This book is exceptional! It summarizes everything that is happening in our business, what's coming next, who's doing what and what the resources are. I consider myself fairly in touch with what is going on in the profession, and I am learning something new on every page. It's applicable to running the business and to being a better financial planner. I hope Bob will rewrite it every few years to take into account changes as they occur. (And no, I'm not getting any kickbacks from Bob <g>)

7 of 10 people found the following review helpful:

5.0 out of 5 stars Insightful!!!, May 1, 2003

By 

Patrick Dougherty (Dallas, TX USA) - See all my reviews
(REAL NAME)   

This review is from: The Cutting Edge in Financial Services (Paperback)

As we have come to expect from Veres' shorter writing formats, his first tome on financial planning is full of insight. I heard insight once defined as: the ability to see beyond the obvious, which is a perfect description of what Veres' shares with us in his new book.

Anyone who is serious about being successful as a planner, would do themselves a favor by reading this book.