Summary of Dan Gallagher's The Secrets of Successful Financial Planning

Please note: This is a companion version & not the original book. Book Preview:

#1 Your attitude and actions toward your problem will determine its nature and severity. If you act like a victim, your problem may become one. If you act like a victor, you may find yourself in a better situation than you were in before. Always remember that attitude and perception are reality. -> The way you approach and deal with a problem is just as important as the problem itself.

#2 The way you approach and deal with a problem is just as important as the problem itself. If you act like a victim, your problem may become one. If you act like a victor, you may find yourself in a better situation than you were in before.

#3 If you're dealing with a problem, act like a victor and you'll be in a better position than you were before.

#4 The media regularly reports on financial professionals committing rip-offs. Because of this, people become wary of consulting or selling financial products, and this affects the industry’s reputation.

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ספר דיגיטלי : 9 בספטמבר 2022