Showing posts with label investing. Show all posts
Showing posts with label investing. Show all posts

Garrett's Guide to Financial Planning: How to Capture the Middle Market and Increase Your Profits Review

Garrett's Guide to Financial Planning: How to Capture the Middle Market and Increase Your Profits
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Garrett's Guide to Financial Planning: How to Capture the Middle Market and Increase Your Profits ReviewAs a CFP(r) myself, I was very interested and excited about reading this book. My outlook soon changed. This book should be subtitled "WHY you should capture the middle market and increase your profits" rather than "HOW TO capture the middle market and increase your profits". And the WHY should already be obvious. The author makes a compelling argument for targeting middle market Americans for financial planning services, however she falls dramatically short in providing ANY new or insightful marketing ideas on HOW to capture the specific market. In fact the ONE chapter dedicated to actually marketing is redundant of any marketing strategy book one chooses to pick up today, and it covers about 4 pages on how the author designed her own FP logo. In my opinion its another case of a financial advisor needing to stroke their own ego by writing a book - and if you like reading this "canned" praise for the author, you may just enjoy this book after all - it is full of it. The rest of the information, if you are a financial planner, you should already know or be ashamed you don't know it.Garrett's Guide to Financial Planning: How to Capture the Middle Market and Increase Your Profits Overview

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Killing Sacred Cows: Overcoming the Financial Myths That Are Destroying Your Prosperity Review

Killing Sacred Cows: Overcoming the Financial Myths That Are Destroying Your Prosperity
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Killing Sacred Cows: Overcoming the Financial Myths That Are Destroying Your Prosperity ReviewI've read so many good books on business and finance - but this isn't one of them. There really is no substance, and the few pieces of value that you find could have been presented in a 20 page PDF file. I too found myself skipping over many paragraphs because the author kept repeating the same vague information over and over and over and over. I kept grinding through, hoping for the big payoff at the end but it never came.Killing Sacred Cows: Overcoming the Financial Myths That Are Destroying Your Prosperity Overview

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Rich Dad's Advisors: Own Your Own Corporation: Why the Rich Own Their Own Companies and Everyone Else Works for Them Review

Rich Dad's Advisors: Own Your Own Corporation: Why the Rich Own Their Own Companies and Everyone Else Works for Them
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Rich Dad's Advisors: Own Your Own Corporation: Why the Rich Own Their Own Companies and Everyone Else Works for Them ReviewThis book is written by a legal advisor.
Robert T. Kiyosaki did only wrote a foreword, the rest is written entirely by Garrett Sutton, the author of many business books (e.g. how to raise funds, how to write business plans and so on).
Although the book is not aimed to give you professional legal advice, it may be useful for those who do not have a business education, or for non-U.S. persons who would like to understand better the similarities and the differences between the business types in the U.S. and the country of origin of that person
This book gives great background on types of businesses in the U.S.: sole proprietorship, general partnership, limited partnership, S-corporation, C-corporation and the limited liability company (LLC). It also presents the strengths and weaknesses of each type. It also covers basic tax matters related to these types of businesses. It also covers benefits of Wyoming and Nebraska corporations in the income taxes. The book also describes how to open a corporation in a different state to get various benefits.
Another area of the book is devoted to asset protection: how to use corporations and LLCs to protect your property in legal disputes.
Besides describing the steps to create and to run a company, the book also helps you to avoid pitfalls of third-party services of registering a corporation for you.
The structure of corporate management is also covered briefly.
I was listening an audio version of this book, and found it very pleasant. I highly recommend an audio version for you too.Rich Dad's Advisors: Own Your Own Corporation: Why the Rich Own Their Own Companies and Everyone Else Works for Them Overview

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