Leseprobe
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Rattiner's Financial Planner's Bible
Jeffrey H. Rattiner
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Ratgeber / Recht, Beruf, Finanzen
Beschreibung
"Jeff Rattiner has found another way to help producers. This bookis a must-have for financial advisors, especially those that aspireto be Million Dollar Producers." -Thomas B. Gau, CPA, CFP President and CEO of Million Dollar Producer "Jeff Rattiner has done it again! His book displays all theessential tools and techniques necessary for advanced planners tosucceed in this business. Rattiner's easy-to-read style providesthe best in marketing and practice management ideas. This book willhelp you if you have hit a dead end in your practice. Rattinertells it like it is by providing a no-nonsense approach to trulytaking your practice to the next level. A must-read for the seriousfinancial advisor." -Jim Cannon, President, SunAmerica Securities, Sentra Securities Corporation, and Spelman & Co., Inc. Financial planners provide a variety of services to an array ofclients but lack a uniform system for creating a profitablebusiness. Rattiner's Financial Planner's Bible: The Advisor'sAdvisor collects best practices from the nation's leading financialplanners, presenting a prototype turnkey model for achievingfinancial success for both the client and the practice. Financial planning expert Jeffrey Rattiner emphasizes an ethical,practical approach to financial advising, placing paramountimportance on "doing what's best for the client." Drawing onextensive interviews and his own experience, Rattiner deliverscan't-miss tips on marketing a financial planning practice,developing an infrastructure, crafting strategic alliances,assessing a business's profitability, and creating the modeltwenty-first-century practice. This authoritative guide alsocovers: * Forming a planning advisory board * Establishing a realistic chain of command * Delegating responsibility * Making technology work for you * Charging clients appropriately Running a financial planning business need not be an exercise intrial and error. Rattiner's Financial Planner's Bible delivers acompelling model for advising success.
Kundenbewertungen
Private Finanzen / Beratung, Personal Finance / Financial Advising, Rechnungswesen, CPA in der Praxis (US-Wirtschaftsprüfer), Finance & Investments, Accounting, CPA / Practice, Finanz- u. Anlagewesen