Getting Started as a Financial Planner
by Jeffrey H. Rattiner


Overview - There has never been more opportunity for financial planners--ormore reasons for financial professionals to consider switching thedirection of their careers into this lucrative field. Today'splanners will cash in on the huge surge of baby boomers preparingfor retirement in the decades ahead.  Read more...

 
Paperback - Revised Ed.
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More About Getting Started as a Financial Planner by Jeffrey H. Rattiner
 
 
 
Overview
There has never been more opportunity for financial planners--ormore reasons for financial professionals to consider switching thedirection of their careers into this lucrative field. Today'splanners will cash in on the huge surge of baby boomers preparingfor retirement in the decades ahead. And as the number andcomplexity of investments rises, more individuals will look tofinancial advisers to help manage their money.

In the new paperback edition of this guide, Jeffrey H. Rattiner, apracticing 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 financialplanner?" the author guides you through the development of aneffective infrastructure and client management system for yourpractice. The many essential concepts are clearly illustrated withexamples from practicing professionals. Throughout this handbook, Rattiner provides personal insights on how and why aplanner must develop a solid understanding of client needsbefore building a comprehensive financial plan.

Getting Started as a Financial Planner haseverything one needs to know--from how to set up apractice and communicate with clients to how to manage investmentsand market services--in order to launch a career infinancial planning and to attain success in this high-growthprofession.


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Details
  • ISBN-13: 9781576603574
  • ISBN-10: 1576603571
  • Publisher: Bloomberg Press
  • Publish Date: September 2009
  • Page Count: 345
  • Dimensions: 8.92 x 6.04 x 0.98 inches
  • Shipping Weight: 1.2 pounds

Series: Bloomberg #30

Related Categories

Books > Business & Economics > Careers - General
Books > Business & Economics > Finance - General

 
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