Richard J. Koreto
1 Save your money, this one isn't worth owning
One of the things a prudent business owner should seek to avoid when adding to the library are books that are the same garbage they've already read somewhere else. This book is a quick and dirty version of several other author's materials, rehashed and reworded, with some quotes from people who aren't high on the list of those one would want to emulate. Plus, anyone that quotes Nancy Langdon Jones on the first page as an "expert" on how to build a successful practice cannot be taken seriously. Dick Koreto has never been a financial planner, nor has he been a successful business owner. His selection of so-called "experts" shows how little he really knows about what it takes to survive and thrive in the craft of advice. Save your money and time, and keep browsing for more suitable material.
2 Highly Recommended
Koreto knows the financial planning/investment advice industry very well. He's done an excellent job of gathering the best practices from the top people in the industry and putting them in a book that is practical and easy to read.
If you are a financial planner/investment advisor or are thinking about becoming one, this book is a must-read. Regardless of how long you've been in the industry, you will get value from this book. Plus you'll just enjoy it.
