GETTING STARTED AS A FINANCIAL PLANNER
by RATTINER, JEFFREY H.
List Price: HK$ 332.00
¡@ISBN
9781576603574
¡@Subject
N\A
¡@Publisher
BLOOMBERG PRESS
¡@Publication
2010
¡@Edition
Paperback
¡@Version
Original
¡@Description
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.
