Getting Started As A Financial Planner
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Getting Started As A Financial Planner
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Author : Jeffrey H. Rattiner
language : en
Publisher:
Release Date : 2000
Getting Started As A Financial Planner written by Jeffrey H. Rattiner and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2000 with Business & Economics categories.
Growth in the financial planning field has skyrocketed -- drawing professionals from accounting and financial services to investment management. Now there is a book that addresses the needs of individuals contemplating or beginning careers in financial planning. This book presents a blueprint for launching a successful future in a lucrative, exciting profession. Noted financial planning practitioner Jeffrey Rattiner covers everything aspiring and beginning planners need to know. He takes the reader through the basics of what financial planners do and provides insight about where the field is headed. Topics include education and certification requirements, options for specialization, fee structures, logistics and technology, compliance, and legal issues. Rattiner also shows planners the best methods for client prospecting and marketing, and lists helpful resources for ongoing education. This easy-to-use guide gives a direct, turnkey approach to entering the field and setting up a financial planning practice. Special forms, checklists, and other useful tools reinforce the hands-on appeal of this practical guide.
Getting Started As A Financial Planner
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Author : Jeffrey H. Rattiner
language : en
Publisher: John Wiley and Sons
Release Date : 2010-05-21
Getting Started As A Financial Planner written by Jeffrey H. Rattiner and has been published by John Wiley and Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 2010-05-21 with Business & Economics categories.
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.
Getting Started As A Financial Planner
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Author :
language : en
Publisher:
Release Date : 2010
Getting Started As A Financial Planner written by and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2010 with categories.
So You Want To Be A Financial Planner
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Author : Nancy Langdon Jones Cfp(r)
language : en
Publisher:
Release Date : 2015-08-10
So You Want To Be A Financial Planner written by Nancy Langdon Jones Cfp(r) and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2015-08-10 with categories.
Finally, together in one place, a comprehensive step-by-step process for launching your career as a financial planner. Here is everything you need to know - from getting the right credentials to getting the right clients. Over the next few decades, billions of dollars will be changing hands as millions of Baby Boomers retire. Learn how you can play an important role in ensuring the financial health of future generations! The 8th edition of So You Want to Be a Financial Planner is chock full of actionable tips to jump-start your career, including dozens of valuable new resources from proven business models and state of the art technology. Over 100 current links point the way to blogs and websites of giants in the industry, putting you on the cutting edge of today's thriving financial planning profession. Follow updated case histories from more than two dozen successful financial planners. You'll see yourself in one of their stories and know the steps to take to start your journey, while circumventing the mistakes they made. Learn which organizations will enhance your career, and which to avoid. Discover how to navigate the regulatory jungle with usable 'how to' guidance, including specific sources to get you educated, registered and up and running a profitable business as soon as possible.
Getting Strated As A Financial Planner
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Author : Jeffery Rattiner
language : en
Publisher:
Release Date : 2006-01-01
Getting Strated As A Financial Planner written by Jeffery Rattiner and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2006-01-01 with categories.
Getting Started In Finding A Financial Advisor
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Author : Charles A. Jaffe
language : en
Publisher: John Wiley & Sons
Release Date : 2010-03-18
Getting Started In Finding A Financial Advisor written by Charles A. Jaffe and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 2010-03-18 with Business & Economics categories.
An accessible guide that contains the tools needed to find trustworthy financial assistance Given the events of the past two years-from bankruptcies to financial scams-it is more important than ever that investors understand who they are hiring to handle their finances. Getting Started in Finding a Financial Advisor explores the important relationship between an investor and their financial advisor and examines how you should go about finding potential candidates. Along the way, it shows you how to interview and check the credentials of six key types of advisor so that you can spot and avoid rogues, scam artists, and incompetents. You will also learn how to understand what can happen if the institution or the advisor ends up in financial or legal difficulty. This insightful and useful guide Helps you determine the kind of advisor best-suited for your situation Provides interview questions, discusses what credentials really mean, and which are important Explains in detail the issue of fiduciary responsibility of financial advisors, so you can find helpers who are on your side Most people who give advice about money are trusted without actually earning that trust. Getting Started in Finding a Financial Advisor helps you set the highest standards, allowing you to locate professionals who can be trusted to protect your financial well-being and help you prosper.
Getting In The Door
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Author : Daniel M. Yerger
language : en
Publisher:
Release Date :
Getting In The Door written by Daniel M. Yerger and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on with Financial planners categories.
"This book is a guide for students and career changers looking to become professional financial planners. Inside you'll find critical information on identifying the types of firms you can work with, understanding the skills and qualifications they're looking for from new hires, how to find the ideal job within the profession, and how to get that job. If you're looking to get your foot in the door to a top financial planning firm, this book is a can't-miss."--from back cover.
How To Become A Successful Financial Consultant
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Author : Jim H. Ainsworth
language : en
Publisher: John Wiley & Sons
Release Date : 1997-02-04
How To Become A Successful Financial Consultant written by Jim H. Ainsworth and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 1997-02-04 with Business & Economics categories.
Everything you need to know to succeed in today's fastest growingsector of the consulting market. Jim Ainsworth is an extremely successful financial planningprofessional with more than 30 years in the business. In How toBecome a Successful Financial Consultant, he tells you everythingyou need to know to move into financial consulting. He familiarizesyou with all the types of planning that financial consultants dealwith, as well as the various investment vehicles. And, based on hisown experiences and those of other successful financial consultantsacross the nation, he supplies you with a proven blueprint forsuccess. You get expert advice, guidance, and insiders' tips on howto: * Get the education, experience, and licensing you need to qualify. * Get certified (and whether you need to). * Develop a surefire success plan. * Set up a practice and attract clients. * Network, market, and sell your services. * Set fees and collect other forms of compensation for yourservices. * Avoid the 10 most common mistakes that beginners make. * Get the most out of meetings and professional conferences. Written by Jim Ainsworth, a financial planning professional with 30years in the business, this valuable guide provides professionalsinterested in making the move into financial consulting witheverything they need to know to make a living investing otherpeople's money. Drawing on his personal experiences and those of colleagues acrossNorth America, Ainsworth covers all the bases. He begins bydescribing the three major groups of financial planners and theseven different styles of asset management and helps you to decidewhich is right for you. You find out all about the various types offinancial planning that most consultants deal with--includingestate planning, retirement planning, and family financialplanning--and the best investment vehicles currentlyavailable. Ainsworth then cuts to the chase and provides the nuts-and-boltsinformation you need to make it as a financial adviser. Writing ina down-to-earth style, he tells you what type of education andexperience you need to become an effective financial consultant,how to become licensed, how to get started in business, how to setfees and receive compensation, how to market your services andpromote different financial instruments, and much more. He showsyou how to develop a surefire success plan, and he supplies expertadvice and guidance on how to avoid the top 10 beginners'mistakes. Throughout this book, Ainsworth advocates taking a holisticapproach to financial planning--one that takes into considerationnot just people's differing needs, but their contrasting attitudesabout money and investments. To that end, he provides insightfulprofiles of the different types of "money personalities" in thefinancial world and shows you how to identify and successfully workwith each type. How to Become a Successful Financial Consultant is your completeguide to making it in today's fastest growing sector of theconsulting market.
The Ultimate Financial Plan
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Author : Jim Stovall
language : en
Publisher: John Wiley & Sons
Release Date : 2011-08-24
The Ultimate Financial Plan written by Jim Stovall and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 2011-08-24 with Business & Economics categories.
How to build a financial plan that really blends into your life The latest volume in the bestselling Ultimate series, Jim Stovall and Tim Maurer's The Ultimate Financial Plan: Balancing Your Money and Life is a one-stop, comprehensive, personal financial planning book exploring the intersection of money and life. The Ultimate Financial Plan examines the connection between actions, thoughts, and feelings when it comes to all things financial. The key to getting the most out of your wealth, the authors argue, is certainly found in the wise utilization of tools, like budgets, bank accounts, 401(k)s, IRAs, Roth IRAs, education savings plans, and real estate, as well as home, auto, business, health, disability, and long term care insurance, but even more so in the contentment found in balancing money's influence in our lives with personal values and goals. An insider's look into the recently humbled "Big 3"—the banks, brokerage firms, and insurance companies—and the inner workings that often set their proprietary goals and objectives above all A critical examination of the role of various financial sales people, advisors, planners, and consultants A guide to navigating Economic Bias—a conflict of interest involving money—and how it affects every financial decision we make The Ultimate Financial Plan is the application of the resources at your disposal for the purpose of living your life to the fullest, and this book will show you the quickest route to getting started on the path to ultimate success.
Your Clients For Life
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Author : Mitch Anthony
language : en
Publisher: Dearborn Trade Publishing
Release Date : 2002
Your Clients For Life written by Mitch Anthony and has been published by Dearborn Trade Publishing this book supported file pdf, txt, epub, kindle and other format this book has been release on 2002 with Business & Economics categories.
The financial planing profession is undergoing a transformation from the historical approach of transactions and straight asset accumulation to an integrated financial and life planning strategy for customers. Your Clients for Life: The Definitive Guide to Becoming a Successful Financial Life Planner is a roadmap that financial planners can use to understand how to make the connection between financial planning and life planning. Its premise is that advisors of the future will need to deal more with money as an element of a client's life that cannot be viewed alone.