J.K. Lasser Pro Keeping Clients for Life

Rating:
Summary: Financial Advisors, you NEED this book!
Review: Karen Altfest, CFP, PhD, has written perhaps the best and most helpful book on financial planning that I have read in my 26 years as a financial advisor. Many financial planners and investment advisors tend to be analytical types whose education focused on courses in economics and finance. Dr. Altfest's excellent book clearly shows us that financial planning is 90% psychology and human relations and only about 10% number crunching. She clearly shows us the truth of the old adage that "clients don't care what you know until they know that you care." This book is filled with wisdom, compassion, and applied common sense. Reading this book made me wish that I could sit with the author as she counsels clients. There is much to learn from Karen Altfest's book, and if you heed her sage advice, your practice will be greatly enriched. HIGHLY RECOMMENDED!