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Amazon: “If you are a novice practitioner of financial planning or a new investment advisor you may get a little out of this book. The book is a random compilation of marketing ideas and tidbits that will work for some financial advisors but most of these ideas are basic common sense (marketing and sales 101). From an organizational standpoint this book is poorly written with no real main point or theme. If you are an advisor learning to grow your practice there are several other books more worthwhile; put this one at the bottom of the list.”
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