Hal spent more than thirty-five (25) years developing personal internal excellence, then an office culture of excellence in his financial planning practice. In doing so, he built one of the most successful financial planning practices in the nation, ranking in the top 1% of financial advisors in the country.

Ed Slott, founder of “Elite IRA Advisors”, and the best-known CPA, author, and advisor educator in the financial services industry, said, among other things, of this book: “This is one of the best business-building books I have ever read, and I have read a lot of them!”

‌When Hal retired, he transferred the protocols that made his practice successful to the management of two vacation rental properties on the Rainbow River in Dunnellon, FL. Those properties now have over three hundred (300) 5-Star Reviews on Airbnb and Vrbo, stay fully rented more than half the year, and are steadily increasing occupancy the rest of the year.

Hal has written two (2) books:

  1. “The Financial Planner’s Guide to Client Consideration” shows financial advisors the only way to differentiate themselves and their practice from the other advisors in their area. Integrity and quality service are the most basic entry-level parameters of a financial advisory practice, but they don’t set you apart. If you are going to differentiate your practice, you must do something(s) for clients the other advisors aren’t doing. This guide shows you what to do and how to do it!

  2. “Pocket Guide to Vacation Rental Profitability” shows vacation rental owners and would-be owners how to get their property selected from the hundreds offered, how to have their renters saying, “Wow!” five (5) minutes after they book their reservation, and how to then deliver the best vacation rental experience their guests ever had, all while incurring almost no additional cost.