Title: VERY practical approach
Review: Cliff and Jill have written a very practical approach to building a high net worth customer business. They understand that in order to be truly successful in this business, one must be a personal solution-provider, not a financial product purveyor; and customers' needs are constantly changing. Staying in touch and in sync with customer needs is the key to a succesful apporach. As I read this book, I tried to think of myself as a current wirehouse or independent contractor rep who was in the process of deciding whether it made sense to join a firm like Oberlin Financial. If one has any inclination to take more control over his or her daily business activities, and take more control over the path to financial rewards -- this book serves as a "how to" guide for that process.Nice job, C & J. Best of luck in all your endeavors.
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