Public Relations Manager
800.322.4237, ext. 7190
For Release: October 29, 2008
DENVER, Colo.… FPA Press, the publishing arm of the Financial Planning Association® (FPA®), recently released its newest book, Oversold and Underserved: A Financial Planner's Guidebook to Effectively Serving the Mass Affluent by Marc S. Freedman, CFP®.
In his book, Oversold and Underserved: A Financial Planner's Guidebook to Effectively Serving the Mass Affluent, Freedman explores the characteristics of the mass affluent market, highlighting a population who needs and wants the services financial planners can provide, and who can also be profitable for planners. In light of the market volatility, Freedman focuses on the methods planners can use to best build relationships with mass affluent clients and build their businesses in the process. He offers a formula for determining whether planners are meeting their clients' needs, a practical philosophy for financial planning, and an innovative approach to marketing in a challenging economic climate.
FPA Press was created to cultivate the body of knowledge of personal financial planning by producing quality books and electronic resources for financial planners. Other recent titles include In the Presence of Taxes: Applications of After-tax Asset Valuations, The Right Side of the Table: Where Do you Sit in the Minds of the Affluent? and Research: Communication Issues in Life Planning: Defining Key Factors in Developing Successful Planner-Client Relationships.
Oversold and Underserved: A Financial Planner's Guidebook to Effectively Serving the Mass Affluent is available at www.ShopFPA.org or by contacting FPA at 800.322.4237. The book retails for $35 and is available to FPA members for $30.
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