The Book I Wish I Had 15 Years Ago

I just finished reading a book I wish I’d had when I started my career as a financial advisor. It teaches you all the things that you need to know – but don’t – as you start delivering financial advice.

Reading it, I got fired up all over again about the way the financial services industry works. When you get hired by a big firm, they have you study for a securities license and send you out to sell their products. They teach you little about financial planning, taxes, diversification, controlling investment expenses, etc.

The more I learned, the more I moved away from the traditional financial services industry, as it seemed like a big scam to me.

This book reminded me of how far our industry still has to go. Not even the Certified Financial Planner^TM courses (which I highly respect and a designation which I hold) teach as thorough of an analysis as Henry Hebeler does in his book Getting Started In A Financially Secure Retirement.

Thank you Henry, for raising the bar for financial professionals.