About the Author:
Cliff Oberlin is CEO of Oberlin Financial Corp., a full-service financial advisory practice and broker-dealer. The former president and CEO of MFI Investments, which merged in 1995 with Sky Financial, Inc., he has more than twenty-five years experience as a licensed representative and general securities principal. Mr. Oberlin has won numerous awards and has taken a leadership role in industry organizations, including chairing both the NASD District 8 Business Conduct Nominating Committee and the International Association for Financial Planning's Broker-Dealer Division. He is a Certified Public Accountant, Personal Financial Specialist, and Certified Financial Planner. Jill Powers is president of Oberlin Financial Corp. As president, Ms. Powers is responsible for directing the marketing, operations, and compliance divisions of the firm. She serves on the NASD District 8 (Chicago) Business Conduct Committee as well as the NASD Small Firms Advisory Board and is active in the Financial Planning Association in both the broker-dealer and the practitioner divisions. She holds several securities and insurance licenses and is a Certified Financial Planner.
Review:
A practical, accessible approach to building a high-end financial services practice. -- Mark C. Tibergien, Principal, Moss-Adams LLP
Highly engaging and valuable... a home run. -- Steve Moeller, author of Effortless Marketing for Financial Advisors
Packed with ideas you can easily implement to run a better practice for you and for your clients. -- Bill Bachrach, author of Values-Based Financial Planning
The opportunity of a lifetime is ahead for the financial planning industry. The best guide I've seen. -- Harry Dent, author of The Roaring 2000s and The Roaring 2000s Investor
This book's advice and insight could save or make a business. -- Bill Good, Chairman, Bill Good Marketing, Inc.
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