The Good That Financial Adviors Do

by Dan Sullivan

Finally, a positive message about the future for financial advisors!Dan Sullivan’s The Good That Financial Advisors Do is a must-read for any financial advisor who wants to move forward to secure a bigger, better, more satisfying future. The book includes access to a confidential, interactive, online tool designed to provide an ongoing thinking process for transforming an advisor’s practice and career in the years ahead. This workbook can be filled out on line, saved as a PDF for reviewing and editing, and is printable. It also provides a great forum for discussion groups.

Genres: Finance

Perfect Paperback

First published August 17, 2010

About the author

Librarian Note: There is more than one author by this name in the Goodreads database.

Dan has over 35 years’ experience as a highly regarded speaker, consultant, strategic planner, and coach to entrepreneurial individuals and groups.

He is author of over 40 publications, including The Wall Street Journal Bestseller: Who Not How, The Great Crossover, The 21st Century Agent, Creative Destruction, and How The Best Get Better®. He is co-author of The Laws of Lifetime Growth and The Advisor Century.

Dan is married to Babs Smith, his partner in business and in life. They jointly own and operate The Strategic Coach Inc., with offices in Toronto, Chicago, and the U.K. New workshops are also being held in Los Angeles and Vancouver. Dan and Babs reside in Toronto.

Reviews

[Satanic Herspanic]

Quick read. Interesting as someone new to the field.

[David Geschke]

54 page Kindle book easy to read in one sitting. I liked it, nothing earth shattering here. Just a reminder that a decent financial advisor can really help people at just about any stage of their lives, and it lays out some questions to make advisors think about ways to become as beneficial as possible to a greater percentage of their clients as well. There's a companion workbook that can be downloaded for free from the author's website.