suddenly it seems that everyone in finance (as well as some non-finance hopefuls) wants a piece of the financial planning action. new entrants into the field are coming from all over: cpas, brokers, investment managers, and even individuals who have become accustomed to managing money for family and friends. the flood of self-described “financial planners” is never-ending.
this book is a hands-on guide to making the move to becoming a fee-based financial planner. it covers everything a want-to-be and beginning financial planner will need to know.
"synopsis" may belong to another edition of this title.
"perfect . . . chock full of winning recipes that will undoubtedly help newcomers create truly successful financial planning practices .”
deena katz, cfp partner, evensky, brown, & katz
“manages to integrate how to be a financial planner with the academics of financial planning.”
steven i. levey, cpa/pfs director, gelfond hochstadt pangburn, p.c.
getting started as a financial planner provides a complete, systematic, turnkey framework for the aspiring planner to follow, guiding you through the development of an effective infrastructure and client management system for your practice.
"About this title" may belong to another edition of this title.
Book Description Hardcover. Condition: New. Seller Inventory # Abebooks437692
Book Description Condition: New. New. In shrink wrap. Looks like an interesting title! 1.35. Seller Inventory # Q-1576601854