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Title: Garrett's Guide to Financial Planning: How to Capture the Middle Market and Increase Your Profits by Sheryl Garrett ISBN: 0-87218-621-0 Publisher: Natl Underwriter Co Pub. Date: 01 September, 2002 Format: Paperback List Price(USD): $39.99 |
Average Customer Rating: 4.4 (5 reviews)
Rating: 2
Summary: Don't waste your money
Comment: 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.
Rating: 5
Summary: Middle America plus...
Comment: Middle to upper middle income America have traditionally been underserved by the financial advisory industry. Yet they typically benefit in the most impactful ways from even basic financial planning strategies. I know from experience as a practicing CFP. Garrett and the planning network she has been building have methods for providing financial planning advice using an hourly billing model. With the hourly model for practicing (clients pay an hourly fee to their planner just like they would to their attorney, CPA or career counsler) the client can buy needed financial planning to at least start them on a path of financial planning realization. They remain in control of the costs of their planning, and it doesn't take long for the results to take hold and justification for the expense is easy. The idea is that paying by the hour and therefore knowing what the costs and scope of the work will clearly be, enough planning can be done without trying to shoehorn someone into some broadly defined, comprehensive level of analysis that simply is not necessary for entry level planning needs. And, because that level of planning is expensive, good folks often can't afford or rationalize that large an expense, especially having no previous experience hiring a planner. So often no planning takes place at all.
This book will sharpen the interest of planners everywhere who are tired of fighting over the much smaller group of wealth management clients, and provide a means for accessing the much larger group of middle-upper middle income clients who will pay a professional fee for an unbiased professional advisor. Why not help clients grow into the wealth management client we all seem to want them to someday be?
The popular media have been all over the Garrett Planning Network in a very positive way. Get the book and see what all the fuss is about.
Rating: 5
Summary: Practical Advice from a Middle Market Expert
Comment: 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!
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Title: Getting Started as a Financial Planner by Jeffrey H. Rattiner ISBN: 1576600351 Publisher: Bloomberg Press Pub. Date: July, 2000 List Price(USD): $34.95 |
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Title: Virtual Office Tools for a High Margin Practice: How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours by David J. Drucker, Joel P. Bruckenstein ISBN: 1576601234 Publisher: Bloomberg Press Pub. Date: October, 2002 List Price(USD): $50.00 |
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Title: So You Want to Be a Financial Planner by Bob Veres, Nancy Langdon Jones ISBN: 0971443637 Publisher: Advisorpress Pub. Date: December, 2002 List Price(USD): $55.00 |
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Title: CFP (Certified Financial Planning) Exam Fast Track by Jeffrey H. Rattiner, Jeffrey H. Rattiner ISBN: 0471272655 Publisher: John Wiley & Sons Pub. Date: 18 July, 2003 List Price(USD): $59.95 |
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Title: Just Give Me the Answer$ : Expert Advisors Address Your Most Pressing Financial Questions by Sheryl Garrett, Marie Swift, The Garrett Planning Network ISBN: 0793183391 Publisher: Dearborn Trade, a Kaplan Professional Company Pub. Date: 01 June, 2004 List Price(USD): $18.95 |
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