Testimonials
The Wall Street Journal
“Nuts and bolts of fund investing, plus an excellent section on measuring an investor’s tolerance for risk....You will most assuredly refer to it again and again.”
Donna DeZube
Monstor.com
“In writing “In Search of the Perfect Model: The Distinctive Business Strategies of Leading Financial Planners,” New York Times personal financial columnist Mary Rowland interviewed 55 successful advisors about marketing, client retention, disclosure and networking. The book gives new planners insight into different players' market strategies.”
Robert E. Wacker, CFP, EA
R.E. Wacker Associates
“Wow! If the key to success is under-promising and over-delivering, this mildly labeled book fits the bill! Not only does the reader learn all the ins and outs of 401(k) investing, he or she gets a world of information about investing in general and life planning. Mary Rowland has done her research well, and she communicates it with real-life examples to bring the message into focus. A good addition to anyone’s financial library.”
Don Phillips
Morningstar
“I know of no other writer who so effectively translates financial jargon into concise, usable advice.”
Bill Stockton
Sunday Business Editor
The New York Times
