Marc Freedman’s new book Oversold and Underserved: A Financial Planner’s Guidebook to Effectively Serving the Mass Affluent is available now and can be found on Amazon.com. Acting as a financial planner’s blueprint, Marc’s book presents integrated practices for the financial planning community seeking to strengthen their relationship with the mass affluent market. See what other industry professionals are saying about it:
"This book reveals the best practices of one of the most successful financial planning families in history, a must read for industry professionals of all levels."
Jim Putnam
Vice Chairman
LPL Financial Services
"The financial planning community should welcome this guidebook as a resource for reaching a greatly Oversold and Underserved market. This is truly a leadership book on how planners can serve the mass affluent both authentically and profitably."
John H. Cammack
Head of Third-Party Distribution
T. Rowe Price Associates
"This is beyond a practice management book. Marc’s client stories, straight talk advice, and practical tools and templates are a welcome addition to the financial planning profession’s body of knowledge."
Stephanie Bogan
President / Principal
Quantuvis Consulting