Oversold and Underserved: A Financial Planner's Guidebook to Effectively Serving the Mass Affluent

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9780979877520: Oversold and Underserved: A Financial Planner's Guidebook to Effectively Serving the Mass Affluent
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Oversold and Underserved explores the challenges the mass affluent market faces in their search for financial planning advice and offers practical tools to help planners position themselves as champions in the lives of this enormous market segment. In it, planners will find stories that will enhance their services and strengthen the relationships they've built with this clientele. From how to most effectively set up your office and staff to how to tap the wisdom your clients can offer, the author shares a formula to determine whether your clients' needs are being met, a philosophy about how to write a meaningful financial plan, and an innovative and energetic approach to marketing that you're unlikely to find in other titles.

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About the Author:

Marc S. Freedman, CFP, is president of Freedman Financial, a Peabody, Massachusetts, community-based, financial planning and wealth management firm. Freedman has served as a national member of the Board of Directors for the 29,000-member Financial Planning Association (FPA) from 2000-2003. Most recently, he was appointed chairperson for FPA BOSTON 2008, FPA's national conference. He was named to this post on the heels of his successful leadership as the 2006 chairman for FPA's national conference in Nashville, Tennessee. Freedman speaks both internationally and domestically on trends in the financial planning profession and practice management issues. Over the past couple of years, he has addressed international audiences in Singapore, Germany, Austria, and the Netherlands. A periodic guest on Fox25 Morning News, Freedman is regularly quoted in national media outlets, including Wall Street Journal, Reader's Digest, Money Magazine, Business Week, USA Today, Washington Post, Fortune Magazine, Journal of Financial Planning, Financial Planning Magazine, Investment Advisor Magazine, Registered Representative, the Boston Globe and the Boston Herald.

Review:

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 Services

The financial planning community should welcome this guidebook as a resource for reaching a greatly Oversold and Underserved market. 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 Associates

I 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

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