The Cutting Edge in Financial Services

Rating:
Summary: Insightful!!!
Review: As we have come to expect from Veres' shorter writing formats, his first tome on financial planning is full of insight. I heard insight once defined as: the ability to see beyond the obvious, which is a perfect description of what Veres' shares with us in his new book.

Anyone who is serious about being successful as a planner, would do themselves a favor by reading this book.

Rating:
Summary: Insightful!!!
Review: As we have come to expect from Veres' shorter writing formats, his first tome on financial planning is full of insight. I heard insight once defined as: the ability to see beyond the obvious, which is a perfect description of what Veres' shares with us in his new book.

Anyone who is serious about being successful as a planner, would do themselves a favor by reading this book.

Rating:
Summary: What's this book about, anyway?
Review: I'm the author of The Cutting Edge, so I thought it might be helpful to let you know what the book does--and doesn't--have in it.

I'm a writer/publisher in the financial services world, and I write exclusively for financial services professionals. If you're a consumer, this is probably not the book for you. If you're in the profession, as a financial planner, insurance or investment professional, or as a representative of a mutual fund or other organization and want a quick, comprehensive read about what's going on with the professionals you work with, then you'll almost certainly find this book useful.

The Cutting Edge is a very compehensive review of the changes that the financial services profession is going through, what new services are being offered and how, new trends in managing a practice, shifts in the accepted wisdom about portfolio building and investments, and a section on how to get yourself out of the box and unlock your personal potential in a very demanding and competitive business.

Who am I? I run an interactive information service called Inside Information, which has about 2,000 participants. Every week, I discuss what we think we know about an important topic, and invite feedback. 95% of the participants WON'T respond, but those 5% who do (it's different every week) will have thought deeply about the subject, and will respond with thoughts, ideas and suggestions that I, frankly, would never have thought of. I capture this information, send it back to the membership, and suddenly we all know a LOT more than we did before. In a week!

I think this is the way all journalism will be practiced someday, as information is delivered through the interactive medium of the Web, rather than the one-way media of TV or print.

This book is an organized collection of the best thoughts and ideas and wisdom that has come through our Inside Information discussions over the past two years. It's the best guide you'll find to where the whole world of financial services is going, and I can say that with all due modesty, because all the credit (literally) goes to 2,000 great thinkers and successful professionals.

Thanks for browsing.

Rating:
Summary: What's this book about, anyway?
Review: I'm the author of The Cutting Edge, so I thought it might be helpful to let you know what the book does--and doesn't--have in it.

I'm a writer/publisher in the financial services world, and I write exclusively for financial services professionals. If you're a consumer, this is probably not the book for you. If you're in the profession, as a financial planner, insurance or investment professional, or as a representative of a mutual fund or other organization and want a quick, comprehensive read about what's going on with the professionals you work with, then you'll almost certainly find this book useful.

The Cutting Edge is a very compehensive review of the changes that the financial services profession is going through, what new services are being offered and how, new trends in managing a practice, shifts in the accepted wisdom about portfolio building and investments, and a section on how to get yourself out of the box and unlock your personal potential in a very demanding and competitive business.

Who am I? I run an interactive information service called Inside Information, which has about 2,000 participants. Every week, I discuss what we think we know about an important topic, and invite feedback. 95% of the participants WON'T respond, but those 5% who do (it's different every week) will have thought deeply about the subject, and will respond with thoughts, ideas and suggestions that I, frankly, would never have thought of. I capture this information, send it back to the membership, and suddenly we all know a LOT more than we did before. In a week!

I think this is the way all journalism will be practiced someday, as information is delivered through the interactive medium of the Web, rather than the one-way media of TV or print.

This book is an organized collection of the best thoughts and ideas and wisdom that has come through our Inside Information discussions over the past two years. It's the best guide you'll find to where the whole world of financial services is going, and I can say that with all due modesty, because all the credit (literally) goes to 2,000 great thinkers and successful professionals.

Thanks for browsing.

Rating:
Summary: All Financial Advisors need to read this book
Review: This book is exceptional! It summarizes everything that is happening in our business, what's coming next, who's doing what and what the resources are. I consider myself fairly in touch with what is going on in the profession, and I am learning something new on every page. It's applicable to running the business and to being a better financial planner. I hope Bob will rewrite it every few years to take into account changes as they occur. (And no, I'm not getting any kickbacks from Bob <g>)

Rating:
Summary: All Financial Advisors need to read this book
Review: This book is exceptional! It summarizes everything that is happening in our business, what's coming next, who's doing what and what the resources are. I consider myself fairly in touch with what is going on in the profession, and I am learning something new on every page. It's applicable to running the business and to being a better financial planner. I hope Bob will rewrite it every few years to take into account changes as they occur. (And no, I'm not getting any kickbacks from Bob )