Oversold and Underserved

Download or read book Oversold and Underserved written by Marc S. Freedman and published by . This book was released on 2008-01-01 with total page 430 pages. Available in PDF, EPUB and Kindle. Book excerpt: Oversold and Underserved explores the characteristics of the mass affluent market, highlighting a population who need and want the services financial planners can provide, and who can also be profitable for planners. Then, it offers ideas about how best to serve them, so that they can be the cornerstone of a targeted and thriving practice. From how to most effectively set up your office and staff to how to tap the wisdom your clients can offer, the author offers a formula that can determine whether your clients¿ needs are being met, a practical philosophy about nuts-and-bolts financial planning, and an innovative and energetic approach to marketing that you¿re unlikely to find in other titles.