Jeffrey H. Rattiner
Gebundenes Buch

Rattiner's Secrets of Financial Planning

From Running Your Practice to Optimizing Your Client's Experience

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Learn what it takes to be a success from the 'all-stars' of the financial planning and advisory professionFinancial planning involves everything from determining the client's financial position, cash flow, and investment strategies, to income tax planning, risk management, insurance, and retirement and estate planning. Financial planners and advisors are responsible for recommendations and decisions that help people define and achieve their financial goals. Rattiner's Secrets of Financial Planning gives industry professionals the opportunity to hear and learn from 'the best of the best' in the...