Why Didn't I Hear about This Earlier?: Investors Often Don't Know What They're Missing

The genesis of my book is 20 years coming. Imagine a young 22-year-old starting a career as a financial advisor with a young face and working for a captive company, where my clientele options were very limited. I discovered quickly that for me to make a real go of this career, I needed to stand out from other financial advisors. I dove into tax strategies. I wanted to build a company in the financial service industry that had an emphasis on helping clients strategically save taxes on their ...