Rattiner's Secrets of Financial Planning (From Running Your Practice to Optimizing Your Client's Experience)

Learn what it takes to be a success from the ‘all-stars’ of the financial planning and advisory profession

Financial planning involves everything from determining the client's financial position, cash flow, and investment strategies, to income tax planning, risk management, insurance, and retirement and estate planning. Financial planners and advisors are responsible for recommendations and decisions that help people define and achieve their financial goals. Rattiner's Secrets of Financial Planning gives industry professionals the opportunity to hear and learn from ‘the best of the best’ in the field.

Author Jeffrey H. Rattiner, a respected leader in Certified Financial Planning (CFP), shares real-world insights and expert advice from hundreds of top-level advisors in the financial planning industry. Readers gain firsthand knowledge of the challenges these successful planners have faced and how they continue to build their practices and reap success in a dynamic financial environment. This comprehensive resource includes templates based on what the best CFPs use in their practices for work programs, data quantification reports, asset allocation model portfolios, pro forma statements, and checklists for each technical financial planning discipline. Designed specifically for industry professionals, this in-depth book:

• Offers CFPs and financial advisors proven advice and practical methods to take their practice to the next level
• Includes contributions from and interviews with the leading advisors in the profession
• Provides templates taken from the practices of high-level financial advisors
• Explains the key ingredients for building a superior financial planning practice
• Helps develop successful financial planners and strengthen profitable practices

Rattiner's Secrets of Financial Planning: From Running Your Practice to Optimizing Your Client's Experience is an important resource for CFPs, CPAs, financial advisors, financial planners, and high-level corporate executives working in the financial services industry.

This book title, Rattiner's Secrets of Financial Planning (From Running Your Practice to Optimizing Your Client's Experience), ISBN: 9781119594277, by Jeffrey H. Rattiner, published by Wiley (October 13, 2020) is available in hardcover. Our minimum order quantity is 25 copies. All standard bulk book orders ship FREE in the continental USA and delivered in 4-10 business days.

Unlike Amazon and other retailers who may also offer Rattiner's Secrets of Financial Planning (From Running Your Practice to Optimizing Your Client's Experience) books on their website, we specialize in large quantities and provide personal service, from trusted, experienced, friendly people in Portland, Oregon. We offer a Price Match Guarantee, and QuickQuote form, to make purchasing quick and easy.

Prefer to work with a human being when you order Rattiner's Secrets of Financial Planning (From Running Your Practice to Optimizing Your Client's Experience) books in bulk? Our Book Specialists are standing by Monday-Friday 8-5 PST, ready to help!