Overview
There has never been more opportunity for financial planners--ormore reasons for financial professionals to consider switching thedirection of their careers into this lucrative field. Today'splanners will cash in on the huge surge of baby boomers preparingfor retirement in the decades ahead. And as the number andcomplexity of investments rises, more individuals will look tofinancial advisers to help manage their money.
In the new paperback edition of this guide, Jeffrey H. Rattiner, apracticing 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 financialplanner?" the author guides you through the development of aneffective infrastructure and client management system for yourpractice. The many essential concepts are clearly illustrated withexamples from practicing professionals. Throughout this handbook,Rattiner provides personal insights on how and why aplanner must develop a solid understanding of client needsbefore building a comprehensive financial plan.
Getting Started as a Financial Planner haseverything one needs to know—from how to set up apractice and communicate with clients to how to manage investmentsand market services—in order to launch a career infinancial planning and to attain success in this high-growthprofession.
In the new paperback edition of this guide, Jeffrey H. Rattiner, apracticing 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 financialplanner?" the author guides you through the development of aneffective infrastructure and client management system for yourpractice. The many essential concepts are clearly illustrated withexamples from practicing professionals. Throughout this handbook,Rattiner provides personal insights on how and why aplanner must develop a solid understanding of client needsbefore building a comprehensive financial plan.
Getting Started as a Financial Planner haseverything one needs to know—from how to set up apractice and communicate with clients to how to manage investmentsand market services—in order to launch a career infinancial planning and to attain success in this high-growthprofession.
While major retailers like Amazon may carry Getting Started as a Financial Planner, we specialize in bulk book sales and offer personalized service from our friendly, book-smart team based in Portland, Oregon. We’re proud to offer a Price Match Guarantee and a streamlined ordering experience from people who truly care.
We’re trusted by over 75,000 customers, many of whom return time and again. Want proof? Just check out our 25,000+ customer reviews—real feedback from people who love how we do business.
Prefer to talk to a real person? Our Book Specialists are here Monday–Friday, 8 a.m. to 5 p.m. PST and ready to help with your bulk order of Getting Started as a Financial Planner.