Anyone who is serious about being successful as a planner, would do themselves a favor by reading this book.
I'm a writer/publisher in the financial services world, and I write exclusively for financial services professionals. If you're a consumer, this is probably not the book for you. If you're in the profession, as a financial planner, insurance or investment professional, or as a representative of a mutual fund or other organization and want a quick, comprehensive read about what's going on with the professionals you work with, then you'll almost certainly find this book useful.
The Cutting Edge is a very compehensive review of the changes that the financial services profession is going through, what new services are being offered and how, new trends in managing a practice, shifts in the accepted wisdom about portfolio building and investments, and a section on how to get yourself out of the box and unlock your personal potential in a very demanding and competitive business.
Who am I? I run an interactive information service called Inside Information, which has about 2,000 participants. Every week, I discuss what we think we know about an important topic, and invite feedback. 95% of the participants WON'T respond, but those 5% who do (it's different every week) will have thought deeply about the subject, and will respond with thoughts, ideas and suggestions that I, frankly, would never have thought of. I capture this information, send it back to the membership, and suddenly we all know a LOT more than we did before. In a week!
I think this is the way all journalism will be practiced someday, as information is delivered through the interactive medium of the Web, rather than the one-way media of TV or print.
This book is an organized collection of the best thoughts and ideas and wisdom that has come through our Inside Information discussions over the past two years. It's the best guide you'll find to where the whole world of financial services is going, and I can say that with all due modesty, because all the credit (literally) goes to 2,000 great thinkers and successful professionals.
Thanks for browsing.