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eBook Adding personal financial planning to your practice ePub

by Jeffrey H Rattiner

eBook Adding personal financial planning to your practice ePub
Author: Jeffrey H Rattiner
Language: English
ISBN: 0761212124
ISBN13: 978-0761212126
Publisher: American Management Association (2000)
Subcategory: Perfomance
Rating: 4.2
Votes: 349
Formats: lit docx lrf rtf
ePub file: 1306 kb
Fb2 file: 1845 kb

Adding Personal Financ. by Jeffrey H. Rattiner.

Adding Personal Financ. See a Problem? We’d love your help. Lists with This Book. This book is not yet featured on Listopia.

Personal Financial Planni. has been added to your Cart. A must-read if the possibility of divorce is in your nearfuture. Rattiner raises many critical issues and brings them to theforefront of any divorce discussion

Personal Financial Planni. Rattiner raises many critical issues and brings them to theforefront of any divorce discussion. Jacob H. Gold, CFP;President, Jacob Gold & Associates, Inc. "A must-have reference for any professional advisor who workswith clients going through a divorce. The chapters flow logicallyand offer easy-to-follow advice and guidance each step of theway-you never get lost in the discussion.

Noted practitioner Jeffrey Rattiner covers everything a beginning financial planner will need to know, from setting up a practice and communicating with clients to managing investments and marketing services. In addition, he has added a new chapter covering the latest planning models.

Jeff Rattiner has been intimately involved with the development ofthe financial planning profession for .

Jeff Rattiner has been intimately involved with the development ofthe financial planning profession for nearly twenty years as aplanner, teacher, author, and educational innovator. Foranyone who is serious about entering financial planning as a firstor new career, Getting Started as a Financial Plannerprovides great insight from someone who can really sayhe's been there and done that. Thinking of becoming a financial planner or adding the planningdiscipline to your current professional practice? Jeff Rattinerhas written the perfect cookbook for those who want to enter thefinancial planning profession.

Read Personal Financial Planning for Divorce, by Jeffrey . attiner online on Bookmate – An insider's guide on how professionals and consumers can minimize damages in the divorce process Anyone pla. This helpful guide Contains all the guidelines for reducing damage throughout the difficult process of divorce Includes examples of how not to handle the divorce process and how these issues should be handled Provides checklists, planning charts, forms and tables Features strategies to safeguard assets in advance of filing for divorce and how to cope with issues beyond your control Personal Financial Planning.

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.

Books related to Getting Started as a Financial Planner.

More titles to consider. 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. Books related to Getting Started as a Financial Planner.

бесплатно, без регистрации и без смс. 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.

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