Reviews

 ABA Banking Journal

"Writing to the theme that successful marketing doesn’t cost, but pays, Nagdeman draws on his experience of over 25 years in the industry. His work is not a how-to manual but instead inspires thoughts and ideas to market financial services effectively and efficiently. ...Nagdeman quotes Abraham Lincoln who said 'If I had only three hours to cut down a tree, i would spend the first two sharpening the axe.' Readers wanting to gain new perspectives, advantages and a through understanding of financial services marketing will be well served by spending their first few hours reading this book." Read the entire review

Transitions: The Magazine of Business Management for Independent Financial Advisors

"...not a how-to manual, but rather a compendium of ideas and insights. This unique reference tool provides a wealth of information, tips and strategies that readers can adapt and incorporate into their own initiatives. The goal is to provide thought provokers that will help readers create successful marketing programs in this new and challenging environment." Read the entire review

Research Magazine

"The ample advice offered The Professional's Guide to Financial Services Marketing is suitable for large and small firms alike... Readers who are extra-busy will certainly appreciate the book’s simple approach: Dozens of ideas are presented in what Nagdeman considers "bite-sized insights," each presented in just a few pages. Marketing will play an increased role in any firm's success, and Nagdeman's book provides a good launching point." Read the entire review

Investment Executive, Canada’s Newspaper for Financial Advisors

"...This book is an easy read that can, as its subtitle suggests, be consumed in bite-sized pieces. You can simply start at the beginning and proceed through to the end at your own pace, or used the one-line description of each mini-chapter in the table of contents to zero in on topics of interest. Either way, I encourage you to stop at the end of each section and reflect on how it might apply in your practice." Read the entire review

Life Insurance Selling Magazine

"This is a terrific book — I really like the way the author breaks things down into (as the title says) bite-sized pieces of information. This is a work that one can and should keep as a reference. Not only that, you may take your own self-paced marketing course with this book, maybe digesting one or two chapters along with lunch each day." Read the entire review