Personal-finance

Keith Harrell gives 21 essential strategies that anyone can master to become successful. After reading this book I became more effective, decisive and now I have a vision of my personal climb on the ladder of success!

After 8 years in the financial service industry, I was forced to start over from scratch 2 years ago without a single client or even a list of prospects. This book has been my single most important guide in building a client base of over $160 million in assets, and I'm just getting started. While other fascinating reads focus on the "sales pitch" and aspects of identifying the wealthy and what makes them tick, this book goes way beyond simple needs-based selling and into the world of practice management. Every time I've hit a rough patch in building my practice or the market has dealt all of us in the financial service industry blow after blow that has shaken investor confidence and trust, I've simply read or re-read from passages from this book and have gotten right back on track. From specific questions to pose to the wealthy and client meeting action check-lists to bigger picture topics like the ideal number of clients and best practices from today's top advisors, the writers show they have done their homework. Best of all, this stuff works! I had one client specifically site the reason for hiring me was that the questions I asked in our initial meeting made her feel I had a broader vision of what she was trying to accomplish than any other financial service provider she had ever dealt with. Every question I posed to her came right out of this book. What's even more compelling is that I know her better than I think I've ever known clients in the past. That kind of win-win is rarely found in books, and I recommend this one highly.

Steve Gresham has created a blueprint for the experienced Investment Management Consultant or Wealth Management Advisor to follow and propser from. His examples are clear and concise, his guidance has stood the test of time.

Any advisor who thinks she or he can properly advise 300 or 400 clients will come away from this book with a career altering experience.Steve shows what is important to the business owner as opposed to what the advisor may think is important.

Kudo's to Steve and Evan. Job superbly well done !

There are two words missing from the beginning of this book's title..which should be "How to Attract and Retain the Affluent Investor[etc.]." Gresham and Cooper take a very forthright approach to their topic, and use modern [no, not distracting!] graphics to get their points across. Relevant "case studies" make up much of the text, with messages reinforced by way of checklists, boxes, and short paragraphs titled "Winning Tactics." There are lots of advice books around for financial advisors. This one's great for people who think they're too busy to read. You can read it through or open it almost anywhere, and learn something. What's more, the authors have come up with answers to questions you didn't even know you had!

IF Attitude is indeed the major key in achieving anything in life, then when You and I are being told that we should work at developing the right attitude, we should pay attention, and follow through. Thank you, Mr Chapman

Prior to buying this book, I read a review that said it was too simple for real office professionals but good for teens just entering the workplace as a starter guide. I think that is a good appraisal.

So I bought the book as a gift for a teen just graduating from high school.

As a gift for a teen, I am disappointed with the sketchy, plain cover and the sketch quality of the illustrations.

I am also disappointed that including shipping and handling I paid some $17 or $18 and received a book that looks like I paid $2 for it. Therefore, it is not well suited as a stand-alone gift either. This was not a "good deal."

In spite of it's cheap appearance and thinness, the information inside is good for a first, elementary, book on dress and conduct.

I had my boyfriend read this as he was job hunting. He wouldn't listen to me, but he devoured this book and really started to spiff up his appearance not just for job interviews but all the time. He learned that it's not just about "accept me as I am torn T-shirt and all". The way you appear and act sends out all kinds of subconscious signals. They must be positive because you never get a second chance to make a first impression. This guide is easy to follow, brief and filled with great pictures that really tell a thousands words. Kudos to Greenleaf on a great little book that really has the power to make American men a little more wonderful to look at.

Although they have a definite conservative slant, that slant is the reality of proper dress for interviews.

This is more like an introduction and overview than a guide or a reference. Having read the book, I'm still not sure that the author means a guide for attorneys, rather than a guide by an attorney.

The upside is that it is a quick read and contains a lot of sensible-sounding advice. The downside is that it is poorly edited and lacking in depth. The forms at the end are badly labeled, badly laid out, and nearly illegible. Also, they are specific to New York Courts and would be difficult to translate to other states. Part of the problem is that the New York statutes and rules the forms are designed to satisfy are, for the most part, not identified. Advice for collecting out of state is mostly just "hire local counsel."

Still, I would have paid to have lunch with the author to get his perspcetive on collections, and the book gives more than that for about the same cost in time.

As a banker, one never wants to have to be in the position of collecting bad debts. Mr. Lewis has done a great job describing the process -- a terrific reference for anyone who needs an experienced perspective on the process!

I read this book, and found it very interesting and very helpful to me.I would strongly recommend this book to anyone wanting to learn about real estate.