Garrett's Guide to Financial Planning: How to Capture the Middle Market and Increase Your Profits [Paperback]

Sheryl Garrett (Author)

Product Details

• Paperback: 281 pages
• Publisher: Natl Underwriter Co (September 2002)
• Language: English
• ISBN-10: 0872186210
• ISBN-13: 978-0872186217
• Product Dimensions: 9 x 5.8 x 0.7 inches
• Shipping Weight: 13.6 ounces
• Average Customer Review: 4.4 out of 5 stars  See all reviews (5 customer reviews)
• Amazon Best Sellers Rank: #1,163,839 in Books (See Top 100 in Books)

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Customer Reviews

Most Helpful Customer Reviews

37 of 44 people found the following review helpful:

2.0 out of 5 stars Don't waste your money, October 22, 2003

By A Customer

This review is from: Garrett's Guide to Financial Planning: How to Capture the Middle Market and Increase Your Profits (Paperback)

As a CFP(r) myself, I was very interested and excited about reading this book. My outlook soon changed. This book should be subtitled "WHY you should capture the middle market and increase your profits" rather than "HOW TO capture the middle market and increase your profits". And the WHY should already be obvious. The author makes a compelling argument for targeting middle market Americans for financial planning services, however she falls dramatically short in providing ANY new or insightful marketing ideas on HOW to capture the specific market. In fact the ONE chapter dedicated to actually marketing is redundant of any marketing strategy book one chooses to pick up today, and it covers about 4 pages on how the author designed her own FP logo. In my opinion its another case of a financial advisor needing to stroke their own ego by writing a book - and if you like reading this "canned" praise for the author, you may just enjoy this book after all - it is full of it. The rest of the information, if you are a financial planner, you should already know or be ashamed you don't know it.

7 of 7 people found the following review helpful:

5.0 out of 5 stars Great Financial Tool for Individuals and Financial Planners!, December 16, 2002

By A Customer

This review is from: Garrett's Guide to Financial Planning: How to Capture the Middle Market and Increase Your Profits (Paperback)

I really enjoyed this book and it's "common sense" approach to the confusing world of Financial Planning! It provides a wealth of information for both individuals and Financial Planners about what Middle America is really looking for from a Financial Planner.

7 of 9 people found the following review helpful:

5.0 out of 5 stars Practical Advice from a Middle Market Expert, January 20, 2003

By 

Glenn A Bishop (Coppell, TX United States) - See all my reviews

This review is from: Garrett's Guide to Financial Planning: How to Capture the Middle Market and Increase Your Profits (Paperback)

Sheryl Garrett has done a masterful job of communicating her view that a fee-only, hourly approach to providing financial advice can be both personally satisfying and financially rewarding. Sheryl clearly defines the size and potential of the Middle Market, and defines in detail a practice model to serve that market.

I'm impressed by the level of detail Sheryl provides in the book. She not only outlines her practice model, but she presents a detailed look at how she serves her clients. She includes tips and techniques that she actually uses in her practice when dealing with clients. She also does a good job of highlighting various helpful websites.

If you want a good discussion of the future of financial planning in America, this is a great place to start!