Overview
Comprehensive Coverage
Completely Up-to-date!
A detailed road map for getting started as an independent financialconsultant
Each year, thousands of people from all walks of life leave thesecurity of their nine-to-five jobs to pursue careers asindependent financial consultants. For a great many of them, theexperience is financially and personally rewarding beyond theirexpectations. If you, too, are thinking about taking the big leapinto becoming a financial consultant, but you aren't sure how to goabout it, this book is for you.
How can I be sure that financial consulting is right for mypersonality? What kinds of training and skills do I need tosucceed, and how do I get them? What special licenses orcertification are required? How do I find clients and build lastingrelationships with them? With the help of first-person accountsfrom successful financial consultants from across the country,expert Edward J. Stone provides complete answers to these and allyour questions concerning:
* Acquiring and honing key skills, including the all-important"people" skills
* Organizing and structuring your business
* Indispensable software tools
* Services you can offer clients and why you shouldspecialize
* Marketing your services, targeting clients, and building a solidcore clientele
* Why you should become certified and how to go about it
* Profiling clients and drawing up formal financial plans
* Dealing with state and federal regulations
* Contracts and key legal considerations
* Surviving in a down market
Completely Up-to-date!
A detailed road map for getting started as an independent financialconsultant
Each year, thousands of people from all walks of life leave thesecurity of their nine-to-five jobs to pursue careers asindependent financial consultants. For a great many of them, theexperience is financially and personally rewarding beyond theirexpectations. If you, too, are thinking about taking the big leapinto becoming a financial consultant, but you aren't sure how to goabout it, this book is for you.
How can I be sure that financial consulting is right for mypersonality? What kinds of training and skills do I need tosucceed, and how do I get them? What special licenses orcertification are required? How do I find clients and build lastingrelationships with them? With the help of first-person accountsfrom successful financial consultants from across the country,expert Edward J. Stone provides complete answers to these and allyour questions concerning:
* Acquiring and honing key skills, including the all-important"people" skills
* Organizing and structuring your business
* Indispensable software tools
* Services you can offer clients and why you shouldspecialize
* Marketing your services, targeting clients, and building a solidcore clientele
* Why you should become certified and how to go about it
* Profiling clients and drawing up formal financial plans
* Dealing with state and federal regulations
* Contracts and key legal considerations
* Surviving in a down market
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