Jeffrey H. Rattiner

eBook, PDF

Rattiner's Financial Planner's Bible (eBook, PDF)

The Advisor's Advisor

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.

Technische Details

• Geräte: PC
• mit Kopierschutz
• Größe: 0.92MB

Barrierefreiheit

• Text-to-Speech

Autor

JEFFREY H. RATTINER, CPA, CFP, MBA, RFC, is President of the JR Financial Group, Inc., a multipurpose holding company serving consumers and the financial services industry. He has created Financial Planning Fast Track, an innovative and accelerated educational program assisting students in satisfying the rigorous CFP Certification Examination requirements. He has been a leading trainer for financial services companies such as Wells Fargo, SunAmerica, Merrill Lynch, First Tennessee, the AICPA, California CPA Education Foundation, and TIAA-CREF. He is the author of Getting Started as a Financial Planner, the editor in chief of Personal Financial Planning Monthly, and a columnist for Financial Planning magazine. He can be reached at [e-mail] or [phone].

Produktdetails

• Verlag: Wiley
• Seitenzahl: 320
• Erscheinungstermin: 10. Oktober 2002
• Englisch
• ISBN-13: 9780471426721
• Artikelnr.: 38211678