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Getting Started as a Financial Planner: Revised and Updated Edition download epub

by Jeffrey H. Rattiner


Epub Book: 1829 kb. | Fb2 Book: 1555 kb.

Updated throughout to reflect the latest industry trends and regulations, Getting Started as a Financial Planner .

Updated throughout to reflect the latest industry trends and regulations, Getting Started as a Financial Planner is a hands-on guide to making the move to becoming a fee-based financial planner. Noted practitioner Jeffrey Rattiner covers everything a beginning financial planner will need to know, from setting up a practice and communicating with clients to managing investments and marketing services. In addition, he has added a new chapter covering the latest planning models.

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by. Jeffrey H. Rattiner (Author). A must-read for emerging financial planners. Foranyone who is serious about entering financial planning as a firstor new career, Getting Started as a Financial Plannerprovides great insight from someone who can really sayhe's been there and done that. Marvin W. Tuttle, J. CAE Executive Director/CEO Financial Planning Association.

Condition: Used: Good.

Jeffrey H Rattiner CPA CFP. Half of the information in this book could be applied to anybody looking to start a small business. The other half is a rather general explanation of the processes that financial planners need to serve their clients

Jeffrey H Rattiner CPA CFP. The other half is a rather general explanation of the processes that financial planners need to serve their clients. A few examples of documentation used by financial planners such as client questionnaires may interest newbies. One would be better off getting a book devoted to financial planning of which there are few of any quality and a book devoted to guiding aspiring small business owners

Start by marking Getting Started as a Financial Planner (Bloomberg) as Want to Read .

Start by marking Getting Started as a Financial Planner (Bloomberg) as Want to Read: Want to Read savin. ant to Read. 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.

Financial advisor' and 'financial planner' are popular titles for individuals who help the consumer manage their money. Every financial planner is also a type of financial advisor, but every financial advisor is not necessarily a financial planner. Financial advisor as a general term includes subsets of the financial advisor group, such as stockbrokers, insurance agents, money managers, estate planners, bankers, and more. Think of the comparison between a financial advisor versus a financial planner like a funnel with the financial advisor on top. Continuing with this analogy of the funnel and going further down, a financial planner is a type of financial advisor.

Jeffrey Rattiner's book hits the mark. When I started out as an independent financial planner almost 8 years ago there was little on the market in terms of well written, content-rich references on financial planning. Published by Thriftbooks. com User, 17 years ago. I recently came across Jeffrey Rattiner's "getting started" book for financial planners. First, I wish I had this book 8 years ago. It would have saved me time and mistakes when I got started.

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Recent years have witnessed the rapid expansion of the personal financial-planning market, with tens of thousands of new planners entering the field. In addition, numerous advisers in the banking, accounting, and insurance fields are beginning to offer planning services. And according to a report from the U.S. Department of Labor, employment of personal financial advisers is "expected to grow faster than the average for all occupations through the year 2012.... As the number and complexity of investments rises, more individuals will look to financial advisers to help manage their money." Updated throughout to reflect the latest industry trends and regulations, Getting Started as a Financial Planner is a hands-on guide to making the move to becoming a fee-based financial planner. Noted practitioner Jeffrey Rattiner covers everything a beginning financial planner will need to know, from setting up a practice and communicating with clients to managing investments and marketing services. In addition, he has added a new chapter covering the latest planning models.

Comments: (7)

Jesmi
So far this is a very easy straightforward read that is written quite well. I haven't gotten through the entire text but it certainly isn't as dry as I had expected. I would definitely recommend this book based on what I've read so far.
Walianirv
It provides excellent, succinct information for starting out as a financial planner.
Xarcondre
Just bought the book. I am a CPA and still new to financial planning, but I have been licensed for a while. I still consider myself as a beginner, so I thought this book would be useful. I was very disappointed at the lack of details in the book. I was hoping for more real-life examples, more checklists and templates. If you never have put your toes in the industry, the book might be useful. Might. Otherwise I was very disappointed.
Kanal
I was hoping for more of a step by step guide toward opening your own office. I've been in practice with a major firm for years and often dream of my own office. this book didn't help at all. truthfully there was more useful free information on the web. look elsewhere if you are in the same boat as me.
Abandoned Electrical
The price is too high for this book. You can probably get most of the information online for free.
Hellblade
Initially, there is a typical cheap-sell impulse about this book (even labeled on the back of it) that breaking into the lucrative financial planning field has never been so easy! Such misleading comments will only damage a highly respectable profession.

Before reading this book, I was intimidated with a perception that financial planners were just another concoction of pesky stockbrokers reborn. When I began reading Chapter 2, I realized that becoming a Certified Financial Planner requires many years of acquired wisdom with scores of training to best understand the needs of their clients. Mastery is comparable to the same level of other respectable professions!

Rather than push product-centered transactions, services offered must be sophisticated, personal and accommodating to ensure long-term success. Now, subjective and objective targets must be met, along with technical prowess and imagination.

As a novice for this review, it seems that financial planning is still in the nascent stages. Therefore, anyone can be a Certified Financial Planner, an exhilarating but also frightening thought. I agree that this is the ultimate mid-career switch for the burned out CPA, attorney, stockbroker, or college-grad housewife.

This leading expert must publish a new edition to reflect the many changes occurring in a burgeoning, potentially volatile, financial service sector. The book was written right before the dot-com bubble bust, so financial planning does not seem to be taken seriously enough.

Jeffrey H. Rattiner portrays the profession in a warm-hearted position, similar to the motion picture Jerry Maguire, where the celebrity athlete is the only loyal client on a hard road to redemption and personal growth for both individuals and their families.
Cesar
The author really takes you through the basic, elementary steps of becoming a financial planner. He goes into great detail along the way, from the education requirements, to certification, to advertising, to dealing with clients. This is very good read! Thank you!
Timely delivery and i got what i paid for!!!
Getting Started as a Financial Planner: Revised and Updated Edition download epub
Job Hunting & Careers
Author: Jeffrey H. Rattiner
ISBN: 1576601854
Category: Business & Money
Subcategory: Job Hunting & Careers
Language: English
Publisher: Bloomberg Press; 2 edition (June 29, 2005)
Pages: 345 pages