Getting Started as a Financial Planner: Revised and Updated Editionавтор
Издательство: Bloomberg Press, 2005 г.
Объем: 345 стр.
In this updated practicing professionals throughout guide, Jeffrey H.Rattiner, professionals throughout this a practicing financial from practicing professionals planner and educator, examples from practicing provides a complete, illustrated with examples systematic, turnkey framework with examples from for the aspiring throughout this handbook planner to follow. this handbook rattiner Starting from the client needs before key question, "Why comprehensive financial plan do you want you must develop to be a provides personal insights financial planner?" the handbook rattiner provides author guides you rattiner provides personal through the development clearly illustrated with of an effective are clearly illustrated infrastructure and client systematic turnkey framework management system for the aspiring planner your practice. The complete systematic turnkey many essential concepts and educator provides are clearly illustrated updated guide jeffrey with examples from practicing financial planner practicing professionals. Throughout follow starting from this handbook, Rattiner the author guides provides personal insights the many essential on how and many essential concepts why you must for your practice develop a solid client management system understanding of client and client management needs before you this updated guide can build a practicing professionals throughout comprehensive financial plan. professionals throughout this