Getting Started as a Financial Planner: Revised and Updated Edition download epub
by Jeffrey H. Rattiner
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.
Personalized experience. Get Top Trending Free Books in Your Inbox. 369 Pages · 2005 · . 6 MB · 829 Downloads ·English. What's the problem with this file?
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.
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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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