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Editorial Reviews
From Library Journal
Rowland (A Commonsense Guide to Mutual Funds, LJ 5/15/96) aims here at those who provide fianancial advice or manage other people's money, i.e., "fiduciaries." He explains where to get the best training, which groups and conferences are valuable for networking, how to handle the press, how to market the services, and how best to charge for services. She gathered this information in teleconference calls with 55 of the field's best practitioners. It is not enough to be expert in the complex fields involved; the ideal planner/adviser looks at clients holistically, tries to determine their risk tolerance, and avoids conflicts of interest. Although Rowland's work is directed at a comparatively small audience, the average reader, too, can learn not only what to look for in hiring an adviser but how to be a better client. For business libraries.?Alexander Wenner, Indiana Univ. Lib., Bloomington
Copyright 1997 Reed Business Information, Inc.
Review
This is the best effort yet to put down...the wisdom that has been gathering in the best financial planning practices around the country. If you want to know what some of the most thoughtful practitioners in the profession think about practice management, ethics, marketing focus, regulation, compliance and client relationships, this is the best thing we have in print. -- Robert N. Veres, Editor-at-Large, Dow Jones Investment Advisor, Publisher, Inside Information
See all Editorial Reviews
Rowland (A Commonsense Guide to Mutual Funds, LJ 5/15/96) aims here at those who provide fianancial advice or manage other people's money, i.e., "fiduciaries." He explains where to get the best training, which groups and conferences are valuable for networking, how to handle the press, how to market the services, and how best to charge for services. She gathered this information in teleconference calls with 55 of the field's best practitioners. It is not enough to be expert in the complex fields involved; the ideal planner/adviser looks at clients holistically, tries to determine their risk tolerance, and avoids conflicts of interest. Although Rowland's work is directed at a comparatively small audience, the average reader, too, can learn not only what to look for in hiring an adviser but how to be a better client. For business libraries.?Alexander Wenner, Indiana Univ. Lib., Bloomington
Copyright 1997 Reed Business Information, Inc.
Review
This is the best effort yet to put down...the wisdom that has been gathering in the best financial planning practices around the country. If you want to know what some of the most thoughtful practitioners in the profession think about practice management, ethics, marketing focus, regulation, compliance and client relationships, this is the best thing we have in print. -- Robert N. Veres, Editor-at-Large, Dow Jones Investment Advisor, Publisher, Inside Information
See all Editorial Reviews
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Inside This Book
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First Sentence:
Let's start with three facts: Fact Number 1: The meat of financial planning-investments, insurance, pensions, estates, and trusts-is growing increasingly complex, sprouting subspecialties in such narrow niches as distributions from retirement plans. Read the first page Key Phrases - Statistically Improbable Phrases (SIPs): (learn more)
trailing commissions, top planners, comprehensive financial planning, fee planners, financial planning firm, many planners, most planners, other planners, registered investment advisor, personal financial planning, fiduciary role, investment recommendations, financial planners Key Phrases - Capitalized Phrases (CAPs): (learn more)
Price Waterhouse, Cynthia Meyers, Deena Katz, Harold Evensky, Sharon Rich, Ross Levin, Bob Willard, Tim Kochis, Eleanor Blayney, Jim Budros, Judy Shine, Marilyn Capelli, Myra Salzer, Andy Hudick, Bill Howard, Bob Winfield, Diahann Lassus, George Kinder, Lynn Hopewell, Peggy Ruhlin, Barbara Pope, Bert Whitehead, Charles Schwab, Dow Jones Investment Advisor, Jane King New!
Books on Related Topics | Concordance | Text Stats Browse Sample Pages:
Front Cover | Front Flap | Table of Contents | First Pages | Index | Back Flap | Back Cover | Surprise Me!
Let's start with three facts: Fact Number 1: The meat of financial planning-investments, insurance, pensions, estates, and trusts-is growing increasingly complex, sprouting subspecialties in such narrow niches as distributions from retirement plans. Read the first page Key Phrases - Statistically Improbable Phrases (SIPs): (learn more)
trailing commissions, top planners, comprehensive financial planning, fee planners, financial planning firm, many planners, most planners, other planners, registered investment advisor, personal financial planning, fiduciary role, investment recommendations, financial planners Key Phrases - Capitalized Phrases (CAPs): (learn more)
Price Waterhouse, Cynthia Meyers, Deena Katz, Harold Evensky, Sharon Rich, Ross Levin, Bob Willard, Tim Kochis, Eleanor Blayney, Jim Budros, Judy Shine, Marilyn Capelli, Myra Salzer, Andy Hudick, Bill Howard, Bob Winfield, Diahann Lassus, George Kinder, Lynn Hopewell, Peggy Ruhlin, Barbara Pope, Bert Whitehead, Charles Schwab, Dow Jones Investment Advisor, Jane King New!
Books on Related Topics | Concordance | Text Stats Browse Sample Pages:
Front Cover | Front Flap | Table of Contents | First Pages | Index | Back Flap | Back Cover | Surprise Me!
Citations (learn more)
This book cites 33
books:
See all 33 books this book cites
25
books
cite this book:
See all 25 books citing this book
- A Commonsense Guide to Mutual Funds (Bloomberg Personal Bookshelf) by Mary Rowland in Front Matter, Back Matter (1), and Back Matter (2)
- Your Money Personality by Kathleen Gurney on page 116, and Back Matter
- Composing a Life (Plume) by Mary Catherine Bateson on page 24, and Back Matter
- Black's Law Dictionary, Second Pocket Edition by Bryan A. Garner on page 72, and Back Matter
- Leadership Is an Art by Max Depree on page 23, and Back Matter
See all 33 books this book cites
- In Search of the Perfect Model: The Distinctive Business Strategies of Leading Financial Planners by Mary Rowland in Front Matter, and Back Matter
- Virtual Office Tools for a High Margin Practice: How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours by David J. Drucker in Front Matter, and Back Matter
- Deena Katz on Practice Management: For Financial Advisers, Planners, and Wealth Managers by Deena B. Katz in Front Matter, and page 255
- A Commonsense Guide to Your 401(k) (Bloomberg Personal Bookshelf (Hardcover)) by Mary Rowland in Front Matter (1), and Front Matter (2)
- The Investment Think Tank: Theory, Strategy, and Practice For Advisers by Harold Evensky in Front Matter
See all 25 books citing this book
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