In Search of the Perfect Model: The Distinctive Business Strategies of Leading Financial Planners
"Brilliantly documents how many of today’s top planners have organized their practices. This book will be of great help." --Don Phillips, Managing Director, Morningstar Inc."Somewhere in 'The Perfect Model' is YOUR perfect business model." --Bob Veres, Publisher, Inside Information, and Author, The Cutting Edge"The best, brightest, and most successful planners tell you how they make their practice work for their clients and themselves." --Mitch Anthony, President, Advisor Insights, Inc., and Author, Your Clients for Life and The New Retirementality"The most important practice management book of the year... should be required reading for every independent financial advisor." --Joel Bruckenstein, MorningstarAdvisor.com