Rattiner's Financial Planner's Bible: The Advisor's Advisor

Rating:
Summary: A disappointment
Review: I purchased the author's first book "Getting Started as a Financial Planner" and found it to be very helpful when I was entering the field. Therefore I was disappointed that his new book wasn't equally useful and practical. I found it poorly-organized and densely-written. There are some valuable suggestions in there, like a few of his fifty tips for marketing a practice, but you have to wade through a lot of recycled ideas to get there. Even with Amazon.com's discounted price, I expected more for my money.

Rating:
Summary: Valuable Tools for Experienced Advisors
Review: This is an excellent successor to Jeff's earlier book on getting started in financial planning. There is great material, but because every reader has a substantially different background, a lot of it is not immediately applicable. But the critical issue is that SOME of the very well organized checklists and tools will be precisely what the reader needs, and needs now. Some of the Bible will be very useful later. The firm-wide self-assessment survey is a great tool, as is the model business plan.