Financial Education for Securities,
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Since 1979, Mickey Rosenzweig has built a successful financial planning firm based on consistent values such as professional teamwork and delivering more than we promise. Yet, a few years ago, he realized that unless he could respond to major changes and challenges, Rosenzweig Financial Services (RFS) might not stand the test of time.

In Regenerating Success, Mickey explains step-by-step how he turned RSF into a model firm for delivering the financial services of the future. He also offers practical advice, personal experience and detailed success formulas to help other professionals:

  • Customize client services
  • Identify a natural market
  • Maximize client appreciation and long-term retention
  • Harness the power of new technologies
  • Create a totally paperless office
  • Leverage and manage time
  • Build and motivate a high-energy team
  • Develop an effective personal succession plan

You and your practice don't have to grow older and just fade away. Everything you have worked to create has value that can be realized and maximized if you are ready to regenerate success.


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