Getting Started as a Financial Planner

Getting Started as a Financial Planner

3.8 (35 ratings by Goodreads)
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There has never been more opportunity for financial planners--or more reasons for financial professionals to consider switching the direction of their careers into this lucrative field. Today's planners will cash in on the huge surge of baby boomers preparing for retirement in the decades ahead. And as the number and complexity of investments rises, more individuals will look to financial advisers to help manage their money.

In the new paperback edition of this guide, Jeffrey H. Rattiner, a practicing 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 financial planner?" the author guides you through the development of an effective infrastructure and client management system for your practice. The many essential concepts are clearly illustrated with examples from practicing professionals. Throughout this handbook, Rattiner provides personal insights on how and why a planner must develop a solid understanding of client needs before building a comprehensive financial plan.

Getting Started as a Financial Planner has everything one needs to know--from how to set up a practice and communicate with clients to how to manage investments and market services--in order to launch a career in financial planning and to attain success in this high-growth profession.
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Product details

  • Paperback | 346 pages
  • 156 x 230 x 22mm | 560g
  • New York, NY, United States
  • English
  • Revised
  • 2nd, Revised and Updated Edition
  • 1576603571
  • 9781576603574
  • 2,369,597

Review quote

"When asked to recommend books for new advisers, we often suggest Getting Started as a Financial Planner."
- Investment Advisor

"A must-read for emerging financial planners."
- Advisor Today

"For anyone entering the profession or transitioning to financial planning from a related field, Getting Started as a Financial Planner is well worth reading. Experienced planners who never seem to find the time to do practice planning should also benefit."
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About Jeffrey H. Rattiner

Jeffrey H. Rattiner, CPA, CFP, MBA, is president and CEO of JR Financial Group, Inc., a financial planning, money management, and tax information firm. Formerly the director of professional development and corporate sponsorship for the Institute of Certified Financial Planners, he also served as director of technical standards and as a technical manager of the Personal Financial Planning Division of the AICPA. He is the author of several books and a monthly columnist for Financial Planning magazine.
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Rating details

35 ratings
3.8 out of 5 stars
5 14% (5)
4 51% (18)
3 34% (12)
2 0% (0)
1 0% (0)
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