What Investment Pros Are Saying About Being Published


The book has been very successful in generating new clients and closing prospects. Thanks so much for your help.


Dale Buckner
United Planners Financial Services
Amarillo TX


I’ve been handing out the book to clients, prospects and recruits.  I think we did accomplish our goal of building credibility and telling a story of why principles are more important than predictions.


I really do appreciate your help with this project and your patience and great contributions. One day it would be fun to come out with a second edition, I’ll certainly keep you in mind if I do!


Alan F. Skrainka, CFA
Cornerstone Wealth Management, LLC
St Louis MO


I have used the book extensively as a basis for talks I have given. I’ve spoken at many retirement homes, libraries and many service clubs. Several local attorneys have given it to their clients.  In my own practice, it provides instant creditability as I give one to every prospect and client. I’ve received great coverage at the local newspaper from the editor in chief, and the features editor brought me his parents as clients.


My entire experience with you has been great. Clearly you made me a better writer.


Daniel P. Hazewski
Legacy Planning Partners
Glens Falls, NY


I’m proud of the finished product. Michael, this book could not have happened without you; it happened because of you. Thank you!


It’s with fondness that I think back to those days I hated, no dreaded, dealing with words and thoughts that I could not imagine would end well. In fact, I could not envision anything. But your persistence, flexibility and forgiveness let to a project that today I am proud of and is a usable tool in my practice. Accept the enclose signed copy of the book knowing I am a better person because of you.


Wayne von Borstel
Von Borstel & Associates
Portland OR


Thank you for all your hard work and insight.


Robert Krakower
Robert Krakower Financial Services
Huntington Beach CA


Mike, thank you for finding me, pushing me and coaching this effort to completion.


Jeffrey David Ross
The Planners Edge
Mercer Island WA


Thanks for all your help. I recommended you to another advisor today. Told him you had the callous insights of Hemingway, the romantic despair of Fitzgerald, the realism of Tomas Wolfe and were more expensive than having Hillary Clinton give a dinner speech. But that you were worth every penny.


Stewart Flaherty
Flaherty Consulting Group
Westerville OH


Mike, thank you for your help and support with the book project. It was highly appreciated.


Eric Muir
Muir Investment Team
Burnaby British Columbia


Michael, your brainstorming, editorial expertise and patience with my anxieties and inexperience made this book possible.


James Russo
Altrius Capital Management
Short Hills, NJ