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Getting Started as a Financial Planner: Revised and Updated Edition

Getting Started as a Financial Planner: Revised and Updated Edition

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Описание
In this updated 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 you must develop a solid understanding of client needs before you can build a comprehensive financial plan.