Acknowledgments
TO THE FINANCIAL ADVISORS I HAVE WORKED WITH over the past thirty-two years: You have been my teachers and students. Without you, this book would not have been possible.
To my many mentors: Al Thornton, Morris Copeland, Bill Crawford, Jim Billington, Larry Biederman, Rob Knapp, Bob Sherman, Dave Middleton, Mike Thompson, Bob Mulholland, and John Dozier. You have been the role models I have learned from and who have shaped my career as a manager.
To Jan Jones, who helped me in countless ways.
To Joe Yanofsky, for being my partner in developing many of the concepts presented in this book.
To Pam Liflander for her fine editing work.
To Jim Dullanty, my business partner and friend, for his help throughout this 2nd edition. His insight ...
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