Title
Oversold and Underserved: A Financial Planner's Guidebook to Effectively Serving the Mass Affluent,Used
Delivery time: 8-12 business days (International)
Oversold and Underserved explores the challenges the mass affluent market faces in their search for financial planning advice and offers practical tools to help planners position themselves as champions in the lives of this enormous market segment. In it, planners will find stories that will enhance their services and strengthen the relationships they've built with this clientele. From how to most effectively set up your office and staff to how to tap the wisdom your clients can offer, the author shares a formula to determine whether your clients' needs are being met, a philosophy about how to write a meaningful financial plan, and an innovative and energetic approach to marketing that you're unlikely to find in other titles.
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To facilitate a smooth return process, a Return Authorization (RA) Number is required for all returns. Returns without a valid RA number will be declined and may incur additional fees. You can request an RA number within 15 days of the original delivery date. For more details, please refer to our Return & Refund Policy page.
Shipping & Returns
Shipping
We ship your order within 2–3 business days for USA deliveries and 5–8 business days for international shipments. Once your package has been dispatched from our warehouse, you'll receive an email confirmation with a tracking number, allowing you to track the status of your delivery.
Returns
To facilitate a smooth return process, a Return Authorization (RA) Number is required for all returns. Returns without a valid RA number will be declined and may incur additional fees. You can request an RA number within 15 days of the original delivery date. For more details, please refer to our Return & Refund Policy page.
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If you believe you have received a defective product, or are experiencing any problems with your product, please contact us.
This warranty strictly does not cover damages that arose from negligence, misuse, wear and tear, or not in accordance with product instructions (dropping the product, etc.).
Warranty
We provide a 2-year limited warranty, from the date of purchase for all our products.
If you believe you have received a defective product, or are experiencing any problems with your product, please contact us.
This warranty strictly does not cover damages that arose from negligence, misuse, wear and tear, or not in accordance with product instructions (dropping the product, etc.).
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Secure Payment
Your payment information is processed securely. We do not store credit card details nor have access to your credit card information.
We accept payments with :
Visa, MasterCard, American Express, Paypal, Shopify Payments, Shop Pay and more.