Getting Started as a Financial Planner (Bloomberg): Revised and Updated Edition: 8 - Tapa blanda
Páginas:368Géneros:12:KJ:Business&management12:KFF:FinanceSinopsis:Aguideforfinancialplanners,includes
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Críticas:
"When asked to recommend books for new advisers, we often suggest Getting Started as a Financial Planner."
- Investment Advisor
"A must-read for emerging financial planners."
- Advisor Today
"For anyone entering the profession or transitioning to financial planning from a related field, Getting Started as a Financial Planner is well worth reading. Experienced planners who never seem to find the time to do practice planning should also benefit."
- Horsesmouth.com
Reseña del editor:
- Investment Advisor
"A must-read for emerging financial planners."
- Advisor Today
"For anyone entering the profession or transitioning to financial planning from a related field, Getting Started as a Financial Planner is well worth reading. Experienced planners who never seem to find the time to do practice planning should also benefit."
- Horsesmouth.com
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 know—from how to set up a practice and communicate with clients to how to manage investments and market services—in order to launch a career in financial planning and to attain success in this high-growth profession.
"Sobre este título" puede pertenecer a otra edición de este libro.
- EditorialBloomberg Press
- Año de publicación2009
- ISBN 10 1576603571
- ISBN 13 9781576603574
- EncuadernaciónTapa blanda
- Número de páginas368
- Valoración
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Getting Started as a Financial Planner
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(2009)
ISBN 10: 1576603571
ISBN 13: 9781576603574
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Descripción Softcover. Condición: New. 2nd, Revised and Updated. 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 know-from how to set up a practice and communicate with clients to how to manage investments and market services-in order to launch a career in financial planning and to attain success in this high-growth profession. Nº de ref. del artículo: DADAX1576603571
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Getting Started As a Financial Planner
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Getting Started as a Financial Planner [Soft Cover ]
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