Getting Started as a Financial Planner

Getting Started as a Financial Planner
- Used Book in Good Condition
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 whyÂ a plannerÂ must develop a solid understanding of client needs before building a comprehensive financial plan.

Getting Started as a Financial Planner has everythingÂ oneÂ needs to knowâ€”from how to set up a practice and communicate with clients to how to manage investments and market servicesâ€”in order to launchÂ a career in financial planning and toÂ attain success in this high-growth profession.
Country USA
Brand John Wiley & Sons
Manufacturer Bloomberg Press
Binding Paperback
ItemPartNumber 9781576603574
ReleaseDate 2009-09-01
UnitCount 1
Format Illustrated
EANs 9781576603574

Country	USA
Brand	John Wiley & Sons
Manufacturer	Bloomberg Press
Binding	Paperback
ItemPartNumber	9781576603574
ReleaseDate	2009-09-01
UnitCount	1
Format	Illustrated
EANs	9781576603574

Getting Started as a Financial Planner

You might also like...