Bestsellers cluster sheet: Getting Started as a Financial Planner: 59 - Hardcover

Rattiner, Jeffrey H

Hardcover

ISBN 10: 1576601854 ISBN 13: 9781576601853

Publisher: Bloomberg Press, 2005

Synopsis

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.

About this title

Review:

"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.

Book Description:

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 edition

• Publisher: Bloomberg Press
• Publication date: 2005
• ISBN 10: 1576601854
• ISBN 13: 9781576601853
• Binding: Hardcover
• Number of pages: 352