Oversold and underserved
Subtitle: a financial planner's guidebook to effectively serving the mass affluent
By: Marc S. Freedman.
Publisher: FPA Press
Published: 2008
Place of publication: Denver, Colo
Language: eng
Number of pages: 430
ISBN-13: 9780979877520
Subjects: Finance, Personal; Financial planners
Other titles: Financial planner's guidebook to effectively serving the mass affluent
Description: Describes a strategy for providing financial planning services to the "mass affluent," people who typically earn between $75,000 and $175,000, save more than they spend, and proactively invest in their futures.