Getting Started as a Financial Planner Revised and Updated Edition
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Auteur:
Jeffrey H. Rattiner
- Engels
- Paperback
- 9781576603574
- 01 september 2009
- 346 pagina's
Samenvatting
There has never been more opportunity for financial planners--or more reasons for financial professionals to consider switching the direction of their careers into this lucrative field. Today's planners will cash in on the huge surge of baby boomers preparing for retirement in the decades ahead. And as the number and complexity of investments rises, more individuals will look to financial advisers to help manage their money.
In the new paperback edition of this guide, Jeffrey H. Rattiner, a practicing financial planner and educator, provides a complete, systematic, turnkey framework for the aspiring planner to follow. Starting from the key question, "Why do you want to be a financial planner?" the author guides you through the development of an effective infrastructure and client management system for your practice. The many essential concepts are clearly illustrated with examples from practicing professionals. Throughout this handbook, Rattiner provides personal insights on how and why a planner must develop a solid understanding of client needs before building a comprehensive financial plan.
Getting Started as a Financial Planner has everything one needs to knowfrom how to set up a practice and communicate with clients to how to manage investments and market servicesin order to launch a career in financial planning and to attain success in this high-growth profession.
In the new paperback edition of this guide, Jeffrey H. Rattiner, a practicing financial planner and educator, provides a complete, systematic, turnkey framework for the aspiring planner to follow. Starting from the key question, "Why do you want to be a financial planner?" the author guides you through the development of an effective infrastructure and client management system for your practice. The many essential concepts are clearly illustrated with examples from practicing professionals. Throughout this handbook, Rattiner provides personal insights on how and why a planner must develop a solid understanding of client needs before building a comprehensive financial plan.
Getting Started as a Financial Planner has everything one needs to knowfrom how to set up a practice and communicate with clients to how to manage investments and market servicesin order to launch a career in financial planning and to attain success in this high-growth profession.
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- Bindwijze
- Paperback
- Oorspronkelijke releasedatum
- 01 september 2009
- Aantal pagina's
- 346
- Illustraties
- Met illustraties
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- Hoofdauteur
- Jeffrey H. Rattiner
- Hoofduitgeverij
- Onbekend
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- Originele titel
- Getting Started as a Financial Planner
Overige kenmerken
- Editie
- 3
- Extra groot lettertype
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- Product breedte
- 152 mm
- Product hoogte
- 25 mm
- Product lengte
- 222 mm
- Studieboek
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- 152 mm
- Verpakking hoogte
- 25 mm
- Verpakking lengte
- 222 mm
- Verpakkingsgewicht
- 544 g
EAN
- EAN
- 9781576603574
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