( 6 reviews )
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( 1 of 1 found this review helpful ) Posted: Aug 10 2007
I have to admit that when I first saw this book, I almost dismissed it, wondering if it was simply a rehash of her previous book on best practices for financial planners. I am very glad I gave it a second look, because this book, like her previous one, is a treasure trove of insights for financial planners who are searching for a business strategy that works for them. While the previous book was organized around a series of key topics such as full disclosure, professional qualifications and the like, this one is broken down into easily digestible descriptions of some of the leading financial planning firms, woven together with numerous quotes from the key principals at those firms. Rowland profiles a wide range of practices, everything from successful solo practitioner Judy Shine to what many consider the premier financial planning firm in the country: Evensky, Brown, Katz and [I think there's another name in there, too]. I found the book incredibly helpful, not only for its subject matter but also because of Rowland's insightful commentary. The description of each firm runs only a few pages, so it's easy to pick up the book and read a chapter when you don't have much time. I loved it.
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( 1 of 1 found this review helpful ) Posted: Aug 10 2007
I have to admit that when I first saw this book, I almost dismissed it, wondering if it was simply a rehash of her previous book on best practices for financial planners. I am very glad I gave it a second look, because this book, like her previous one, is a treasure trove of insights for financial planners who are searching for a business model that works for them. While the previous book was organized around a series of key topics such as full disclosure, professional qualifications and the like, this one is broken down into easily digestible descriptions of some of the leading financial planning firms, woven together with numerous quotes from the key principals at those firms. Rowland profiles a wide range of practices, everything from successful solo practitioner Judy Shine to what many consider the premier financial planning firm in the country: Evensky, Brown, Katz and [I think there's another name in there, too]. As someone who is in the early stages of making a transition into financial planning, I found the book incredibly helpful, not only for its subject matter but also because of Rowland's insightful commentary. The description of each firm runs only a few pages, so it's easy to pick up the book and read a chapter when you don't have much time. I loved it.
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Posted: Jul 14 2007
The author is a journalist and is just writing bits and pieces about financial advisors she has encountered in her career. Half way through the book I decided to stop reading as I was just started to skim to see if I have missed anything... If you are a top Advisor (read .. hundreds of millions in assets or more..) and wondering what the market niche of other top Advisors is, this may be good. If you are starting out look elsewhere .. The text lacks flow to make the book an enjoyable read. Add to this the superficial content and there you go ..
