Editorial Reviews
The financial services industry is on the brink of transformation, as financial professionals face a growing demand to take a more client-centered approach. Consumers are looking for more comprehensive guidance on how financial issues fit into a whole life plan. Seeking full lives, not merely financial accumulation, investors are [...]
Review
“It’s an invaluable reference… Now in it’s 9th edition…it has become an institution.” — Harold Evensky, CFP, 2005
“Starts with the basics and takes the practitioner on a journey that ends with completing a comprehensive financial plan. Nothing is missing. This is a ‘ must have’ book.” [...]
Editorial Reviews
From Publishers Weekly
While some might guess that an armchair millionaire is someone who can answer all the questions on Regis Philbin’s hit TV show, ArmchairMillionaire.com is actually a Web site frequented by tens of thousands of ordinary investors. In this investment guide based on the [...]
Editorial Reviews
Review
“Brilliantly documents how many of today’s top planners have organized their practices. This book will be of great help.” — Don Phillips, Managing Director, Morningstar Inc.
“Somewhere in ‘The Perfect Model’ is YOUR perfect business model.” — Bob Veres, Publisher, Inside Information, and Author, The Cutting [...]
Editorial Reviews
Review
“Brilliantly documents how many of today’s top planners have organized their practices. This book will be of great help.” — Don Phillips, Managing Director, Morningstar Inc.
“Somewhere in ‘The Perfect Model’ is YOUR perfect business model.” — Bob Veres, Publisher, Inside Information, and Author, The Cutting [...]
The Supernova Model is a client service, client acquisition, and practice management model that drives an explosive acceleration in revenue and client satisfaction by capitalizing upon the 80/20 Rule. First implemented by financial advisors at Merrill Lynch—under the leadership of author Rob Knapp—it has grown increasingly popular within the financial services industry. The [...]
Editorial Reviews
The Supernova Model is a client service, client acquisition, and practice management model that drives an explosive acceleration in revenue and client satisfaction by capitalizing upon the 80/20 Rule. First implemented by financial advisors at Merrill Lynch—under the leadership of author Rob Knapp—it has grown increasingly popular within the financial services industry. [...]
Editorial Reviews
From Publishers Weekly
Sandwiched between the rich and the middle class are 8.4 million American households with a net worth between $1 million and $10 million. Prince and Schiff present intriguing statistical nuggets from their survey of 586 middle-class millionaire households. Although these people may be rich [...]
Editorial Reviews
Product Description
The Supernova Model is a client service, client acquisition, and practice management model that drives an explosive acceleration in revenue and client satisfaction by capitalizing upon the 80/20 Rule. First implemented by financial advisors at Merrill Lynch—under the leadership of author Rob Knapp—it has grown [...]
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