2024 the best fiduciary financial advisor review
Price: $29.95
(as of Dec 01, 2024 17:57:07 UTC - Details)
The 1st book written of its kind, the FA Field Guide was written by an Advisor for Advisors. Robert Cucchiaro provides a detailed step by step process for how you can earn over $1,000 an hour helping others and doing what you love. This book is targeted at Advisors who have 3-5 years of experience in the industry but is so jam packed full of content that Advisors at any level will get something out of this.
ASIN : B09ZJJ11QM
Publisher : Independently published (May 8, 2022)
Language : English
Paperback : 162 pages
ISBN-13 : 979-8822075887
Item Weight : 9.6 ounces
Dimensions : 6 x 0.39 x 9 inches
Reviewer: Norm Reeves
Rating: 5.0 out of 5 stars
Title: Great guide for advisors
Review: Great book for an advisor. I read it in 3 days during one of the busiest times of my year. Helped me learn a lot and will be applying this to both my tax and advisory practice.
Reviewer: Christopher Power
Rating: 5.0 out of 5 stars
Title: worth more than its cost to purchase
Review: I am skeptical about financial sales to financial planning books because many books promise to deliver and gross under deliver. This book is incredible and is eye opening and life changing.Thank you Rob!
Reviewer: JCS
Rating: 5.0 out of 5 stars
Title: good information about wealth advisory business
Review: Good information about the wealth, advisory business, talks a lot about being referable and going above and beyond for clients, talks about having great knowledge and credentials and spending extra time to continue your education, gives a lot of information on practice management
Reviewer: K.C. Kuehn
Rating: 5.0 out of 5 stars
Title: An absolute MUST READ
Review: Whether youâve been in the financial services business for 6 weeks, 6 years, or 26 years, this book is an absolute no doubter, must read. Rob gives very practical and down to earth steps that you can take to improve yourself and build a thriving practice. The website that goes along with this book allows you to get your hands on some deliverables you can use in your business. Do yourself, your clients, and your future clients a favor and get this book and read it over and over!
Reviewer: Brad R.
Rating: 5.0 out of 5 stars
Title: Great book with valuable info
Review: Excellent book with real, valuable info. Much better than books on the same topic I've read. Has several really good nuggets for someone in his first 5 years.
Reviewer: GatesGuy5
Rating: 5.0 out of 5 stars
Title: Very Practical & Readable - Must Have for wannabe CFPs
Review: This book focuses on how to run an advisory firm, to include the pitfalls and the simple ways to make sure you avoid drama and make a living.
Reviewer: Chukwudi Uraih
Rating: 5.0 out of 5 stars
Title: New advisor says thank you
Review: This book is truly helpful. I have struggled as a solo TIA and I know why and how to fix it.
Reviewer: nick horn
Rating: 5.0 out of 5 stars
Title: A book you and your team can re-visit over and over as you build, refine, and re-pot your practice
Review: A guide for anyone truly interested in both the 'why' and the 'how' of building a successful financial planning business serving clients at a 5* level. A simple (but not easy) roadmap to a wonderful career serving others written by a author who not only has done it and continues to do it.