ISBN: 9781576603574 - getting started as a financial planner (bloomberg) (10 Ergebnisse)

Paperback. Zustand: As New. No Jacket. Pages are clean and are not marred by notes or folds of any kind. ~ ThriftBooks: Read More, Spend Less.

Paperback. Zustand: Good. 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.…

Zustand: Good. 2nd Edition. Former library copy. Pages intact with minimal writing/highlighting. The binding may be loose and creased. Dust jackets/supplements are not included. Includes library markings. Stock photo provided. Product includes identifying sticker. Better World Books: Buy Books. Do Good.…

PAP. Zustand: New. New Book. Shipped from UK. Established seller since 2000.

Zustand: New. pp. 346.

Zustand: New. In English.

Zustand: New. Series: Bloomberg. Num Pages: 346 pages, Illustrations. BIC Classification: KF. Category: (P) Professional & Vocational. Dimension: 229 x 155 x 22. Weight in Grams: 610. . 2009. 2nd, Revised and Updated Edition. Paperback. . . . . Books ship from the US and Ireland.

Paperback. Zustand: Brand New. second edition, revised edition. 345 pages. 8.80x6.00x1.30 inches. In Stock.

Taschenbuch. Zustand: Neu. Neuware - 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 whya plannermust develop a solid understanding of client needs before building a comprehensive financial plan. Getting Started as a Financial Planner has everythingoneneeds to know-from how to set up a practice and communicate with clients to how to manage investments and market services-in order to launcha career in financial planning and toattain success in this high-growth profession.…

Zustand: New. &Uumlber den AutorJeffrey 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 corp.