Getting Started as a Financial Planner by Jeffrey H Rattiner
There has never been more opportunity for financial planners--or more reasons for financial professionals to consider switching the direction of their careers into this lucrative field. Today's planners will cash in on the huge surge of baby boomers preparing for retirement in the decades ahead. And as the number and complexity of investments rises, more individuals will look to financial advisers to help manage their money.In the new paperback edition of this 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 a planner must develop a solid understanding of client needs before building a comprehensive financial plan.
Getting Started as a Financial Planner has everything one needs to know--from how to set up a practice and communicate with clients to how to manage investments and market services--in order to launch a career in financial planning and to attain success in this high-growth profession.
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Family Wealth
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The Fix
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Football's Secret Trade
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Confidence Game
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The New Tycoons
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Fine Art and High Finance
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Family Trusts
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Bust
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Angela Merkel
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The Cycle of the Gift
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Sweat Equity
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Hedge Hunters
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The Bloomberg Way
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The Only Guide to Alternative Investments You'll Ever Need
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Investing 101
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The Quest for Alpha
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Family
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True to Our Roots
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The Crisis of Crowding
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Kids, Wealth, and Consequences
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Investing in REITs
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When Prime Brokers Fail
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The Hard Times Guide to Retirement Security
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Big Mistakes
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Passing the Torch
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A Black and White Case
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Attacks on the Press
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Steal These Ideas!
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The Value Factor
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201 Great Ideas for Your Small Business
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The Dilemmas of Family Wealth
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Financial Origami
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The Voice of the Rising Generation
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Bonds
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Road to Power
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The Evolution of Technical Analysis
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Think Bigger
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Sentiment Indicators
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 jeff@jrfinancialgroup.com or (720) 529-1888.
| SKU | Unavailable |
| ISBN 13 | 9781576603574 |
| ISBN 10 | 1576603571 |
| Title | Getting Started as a Financial Planner |
| Author | Jeffrey H Rattiner |
| Series | Bloomberg |
| Condition | Unavailable |
| Binding Type | Paperback |
| Publisher | Bloomberg Press |
| Year published | 2009-09-01 |
| Number of pages | 368 |
| Cover note | Book picture is for illustrative purposes only, actual binding, cover or edition may vary. |
| Note | Unavailable |