Oversold and Underserved: A Financial Planner's Guidebook to Effectively Serving the Mass Affluent
This book reveals the best practices of one of the most successful financial planning families in history, a must read for industry professionals of all levels. --Jim Putnam, Vice Chairman, LPL Financial ServicesThe financial planning community should welcome this guidebook as a resource for reaching a greatlyOversold and Underservedmarket. This is truly a leadership book on how planners can serve the mass affluent both authentically and profitably. --John H. Cammack, Head of Third-Party Distribution, T. Rowe Price AssociatesI have known Marc Freedman for over a decade. During that time I have had the great fortune of meeting thousands of financial planners from around the world. No one, and I mean no one, has more enthusiasm for the financial planning profession and its impact on the world than Marc Freedman. Marc possesses a rare combination: he is technically very proficient, he has a global view of the profession, and he is a gifted storyteller. I was excited to receive his book and thrilled with it by the time I had finished reading it. Regardless of your target market, read this book. Marc will make you laugh, make you cry, make you think, and in the end you'll be a better planner for having read this book. --Dan Moisand, CFP, Principal, Moisand Fitzgerald Tamayo, LLC, Former President of FPA