Last updated: May 29 2014

Take a No-Nonsense Approach to Personal Finance

Consumers need—more than ever—a proven path to follow. Managing the Bull clears away the speed bumps to help financial advisors from all professions develop a deeper and more meaningful relationship with their clients. Give it as a gift – it will help make your clients better consumers of the advice and service you provide.

"Funny, wise, and 'down-to-earth', David Christianson respects the reader's time by presenting sophisticated strategies in clear, bite-sized pieces. A timeless book of advice, you will find yourself returning to it time and again as your journey to financial independence."
– Gordon Pape, author, Retirement's Harsh New Realities: Protecting Your Money in a Changing World

 

 

 

Detect and Deflect the Crap: A No-nonsense Guide to Personal Finance

This fast-paced, entertaining book is a must read for consumers. As well, it is one of the best books that advisors can give their clients, in order to help them be better clients.

George Hartman, in Investment Executive, says this is a book that all advisors, “… would like most of your clients to read.” It will “… provide your clients with sufficient information and a language that will allow you to move more quickly and elegantly beyond the basics into the more esoteric aspects of helping your clients manage their personal financial affairs.”

This book will make your clients into better clients – more informed, focused and proactive. To quote George Hartman again, “This book will not detract from your value as an advisor in any way. In fact, it will add to it because with the preliminary understanding of these topics in place, you will be free to focus on the higher-level aspects of financial advice and the nuances of your clients’ individual circumstances.”

That’s the opinion of an independent third party. You should hear what the author says!

 

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