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Overview
  • How are reviewers describing this item?
    financial, great, next, firm and many.
  • Our engine has profiled the reviewer patterns and has determined that there is minimal deception involved.
  • Our engine has determined that the review content quality is high and informative.
  • Our engine has discovered that over 90% high quality reviews are present.
  • This product had a total of 22 reviews as of our last analysis date on Feb 19 2020.
Details

BETA

This feature is in BETA, meaning the algorithms used to provide these results are constantly improving. These results might change.

Most positive reviewquestion

Very informative book with lots of actionable advice that all advisors can use. I also appreciate the downloadable tools on the website

Least positive reviewquestion

excellent service from amazon. excellent book.

Most authentic reviewquestion

As a sole practitioner financial advisor, I found this book very timely in addressing a major issue facing advisors today - how...  Read More


Helpful Insights

BETA

This feature is in BETA, meaning the algorithms used to provide these results are constantly improving. These results might change.

    Posted by a reviewer on Amazon

    The first thing i did after completing the book, was contact fp transitions to start the process of preparing an updated valuation of my practice.


    Posted by a reviewer on Amazon

    The independent financial services industry is going through massive transformation with new technology, the approaching retirement of baby boomer advisors, and the continuing exit of enlightened teams who recognize the brokerage firms can no longer meet their clients' needs.


    Posted by a reviewer on Amazon

    Finally he uses many examples of cases where things went very wrong for the sellers and helps you avoid making the same costly mistake.

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