Title: Not what it's hyped to be
Review: I'm a retail stockbroker/financial planner. The material is almost completely useless for retail brokers and most financial planners. The material would mainly be usable by fee-only financial planners catering to extremely wealthy individuals and wishing to take the author's "concierge" approach to servicing clients. For most retail brokers, insurance agents, and most financial planners, the book contains little of use; don't waste your money on it.
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