Title: A Financial Planner's View
Product review: Nick's book is one of the best "How to" books I've ever read. A great step-by-step book for those tax professionals interested in adding financial services to their practices. Nick walks you through the painful discovery that he went through in finding the right Broker Dealer to detailing the requirements of becoming security and insurance licensed. As a Financial/Estate Planning professional who has worked with CPA's for many years, this book has really helped me work smarter with the CPA's that I work with. I have shared Nick's book with every new CPA that joins our organization. Nick's theme throughout the book is, "the client always comes first", and that your not going to sell them anything until you know exactly what they need and what their goals are. Again, a great book and a must read for any tax professional wanting to add financial services to their business.
Would you say this review depicts the product in a flattering or unflattering light?
