Run It Like a Business: Top Financial Planners Weigh in on Practice Management

Rating:
Summary: Highly Recommended
Review: Koreto knows the financial planning/investment advice industry very well. He's done an excellent job of gathering the best practices from the top people in the industry and putting them in a book that is practical and easy to read.

If you are a financial planner/investment advisor or are thinking about becoming one, this book is a must-read. Regardless of how long you've been in the industry, you will get value from this book. Plus you'll just enjoy it.

Rating:
Summary: Highly Recommended
Review: Koreto knows the financial planning/investment advice industry very well. He's done an excellent job of gathering the best practices from the top people in the industry and putting them in a book that is practical and easy to read.

If you are a financial planner/investment advisor or are thinking about becoming one, this book is a must-read. Regardless of how long you've been in the industry, you will get value from this book. Plus you'll just enjoy it.