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Rattiner's Financial Planner's Bible - Rattiner, Jeffrey H.
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Rattiner, Jeffrey H.:

Rattiner's Financial Planner's Bible - neues Buch

ISBN: 9780471220343

ID: 140162

Are you at a crossroads in your practice? Have you taken it as far as you can go unassisted? Are you looking keenly for advanced direction in marketing and practice management areas that you haven’t tried yet and don’t know where to turn to acquire that kind of information? Is your organizational structure and staff sound? In short, are you looking to take your practice to the next level and need some guidance? If the answer to any of these questions is yes, then you will want to read Rattiner’s Financial Planner’s Bible: The Advisor’s Advisor. Rattiner’s Financial Planner’s Bible: The Advisor’s Advisor draws upon Jeffrey Rattiner’s own considerable, celebrated experience in the industry and the hundreds of interviews with the nation’s top planners from the CFP, CPA, brokerage, banking, insurance, and legal communities resulting from his extensive travels and nationwide training programs. In this all-encompassing self-contained stand-alone resource and deskbook, Rattiner presents a superior blueprint for planning success by telling it the way it really is and what you can do to make it work to your advantage. Rattiner’s Financial Planner’s Bible presents the best practices of financial advisors in all aspects of financial planning, asset management, practice management, and product marketing. The features of this authoritative guide include: 50 insightful, yet largely ignored, ways of marketing a practice 25 intriguing methods for developing a practice’s infrastructure Guidelines to creating external alliances and mutually beneficial relationships A detailed self-assessment system to quantify where a practice is today and where it can go tomorrow The twenty-first-century practice (organization and structure) Worksheets, engagement letters, client checklists, software resources, and other operating tools integral to a successful practice’s day-to-day operation Above all, Rattiner identifies "doing what’s best for the client" in an ethical, practical manner as a planner’s paramount responsibility, emphasizing its importance over personal image, office accoutrements, and even compensation. By focusing on client honor and advisor integrity, the planner’s profits will coincide with the client’s financial success, creating the ultimate win-win situation. After all, he constantly reminds us that there is enough money in it for all of us. Rattiner’s Financial Planner’s Bible shows advisors the pitfalls to avoid, the issues to contemplate, the steps to consider, and the hard decisions to make while remaining focused on increasing a practice’s profitability and advancing it to the next level. By implementing Rattiner’s best practices, planners will not only expand their business but also, more importantly, make their clients’ lives better. Business Business eBook, Wiley

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Rattiner's Financial Planner's Bible - Rattiner, Jeffrey H.
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(*)

Rattiner, Jeffrey H.:

Rattiner's Financial Planner's Bible - neues Buch

ISBN: 9780471220343

ID: 140162

Are you at a crossroads in your practice? Have you taken it as far as you can go unassisted? Are you looking keenly for advanced direction in marketing and practice management areas that you haven’t tried yet and don’t know where to turn to acquire that kind of information? Is your organizational structure and staff sound? In short, are you looking to take your practice to the next level and need some guidance? If the answer to any of these questions is yes, then you will want to read Rattiner’s Financial Planner’s Bible: The Advisor’s Advisor. Rattiner’s Financial Planner’s Bible: The Advisor’s Advisor draws upon Jeffrey Rattiner’s own considerable, celebrated experience in the industry and the hundreds of interviews with the nation’s top planners from the CFP, CPA, brokerage, banking, insurance, and legal communities resulting from his extensive travels and nationwide training programs. In this all-encompassing self-contained stand-alone resource and deskbook, Rattiner presents a superior blueprint for planning success by telling it the way it really is and what you can do to make it work to your advantage. Rattiner’s Financial Planner’s Bible presents the best practices of financial advisors in all aspects of financial planning, asset management, practice management, and product marketing. The features of this authoritative guide include: 50 insightful, yet largely ignored, ways of marketing a practice 25 intriguing methods for developing a practice’s infrastructure Guidelines to creating external alliances and mutually beneficial relationships A detailed self-assessment system to quantify where a practice is today and where it can go tomorrow The twenty-first-century practice (organization and structure) Worksheets, engagement letters, client checklists, software resources, and other operating tools integral to a successful practice’s day-to-day operation Above all, Rattiner identifies "doing what’s best for the client" in an ethical, practical manner as a planner’s paramount responsibility, emphasizing its importance over personal image, office accoutrements, and even compensation. By focusing on client honor and advisor integrity, the planner’s profits will coincide with the client’s financial success, creating the ultimate win-win situation. After all, he constantly reminds us that there is enough money in it for all of us. Rattiner’s Financial Planner’s Bible shows advisors the pitfalls to avoid, the issues to contemplate, the steps to consider, and the hard decisions to make while remaining focused on increasing a practice’s profitability and advancing it to the next level. By implementing Rattiner’s best practices, planners will not only expand their business but also, more importantly, make their clients’ lives better. Business Business, Wiley

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Rattiner's Financial Planner's Bible: The Advisor's Advisor - Jeffrey H. Rattiner
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Jeffrey H. Rattiner:
Rattiner's Financial Planner's Bible: The Advisor's Advisor - neues Buch

ISBN: 9780471220343

ID: 9780471220343

The single definitive resource on the right way to practice professional financial planningThis book presents the best practices of financial advisors in all aspects of financial planning, asset management, and product marketing. A definitive resource guide compiled by bestselling financial guru Jeffrey Rattiner, the Bible shows advisors who are running into dead ends how to reach the next milestone. It features invaluable tips and operating procedures; offers interviews with successful The single definitive resource on the right way to practice professional financial planningThis book presents the best practices of financial advisors in all aspects of financial planning, asset management, and product marketing. A definitive resource guide compiled by bestselling financial guru Jeffrey Rattiner, the Bible shows advisors who are running into dead ends how to reach the next milestone. It features invaluable tips and operating procedures; offers interviews with successful practitioners; provides all the necessary tools and action ideas for producing immediate results, including forms, worksheets, and other operating tools; and includes sample engagement letters, client checklists, financial plans, software resources, business plans, and marketing plans. Author Biography: Jeffrey H. Rattiner, CPA, CFP, MBA, is President of the JR Financial Group, Inc, a multipurpose holding company serving consumers and the financial services industry. He has been a leading trainer for financial services companies such as Wells Fargo, SunAmerica, Merrill Lynch, and Schwab. He is the Editor in Chief of Personal Financial Planning Monthly and a columnist for Financial Planning magazine. He is the author of Getting Started as a Financial Planner. Books, Business & Economics~~Accounting~~General, Rattiners-Financial-Planners-Bible~~Jeffrey-H-Rattiner, 999999999, Rattiner's Financial Planner's Bible: The Advisor's Advisor, Jeffrey H. Rattiner, 0471220345, Wiley, , , , , Wiley

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Rattiner's Financial Planner's Bible The Advisor's Advisor 1st Edition - Jeffrey H. Rattiner
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Rattiner's Financial Planner's Bible The Advisor's Advisor 1st Edition Author :Jeffrey H. Rattiner 9780471220343 0471220345, [PU: Wiley]

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2002, ISBN: 9780471220343

ID: 4703699

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Rattiner's Financial Planner's Bible: The Advisor's Advisor
Autor:

Rattiner, Jeffrey H.

Titel:

Rattiner's Financial Planner's Bible: The Advisor's Advisor

ISBN-Nummer:

0471220345

" Jeff Rattiner has found another way to help producers. This book is a must-have for financial advisors, especially those that aspire to be Million Dollar Producers." – Thomas B. Gau, CPA, CFP President and CEO of Million Dollar Producer " Jeff Rattiner has done it again! His book displays all the essential tools and techniques necessary for advanced planners to succeed in this business. Rattiner’ s easy-to-read style provides the best in marketing and practice manageme ideas. This book will help you if you have hit a dead end in your practice. Rattiner tells it like it is by providing a no-nonsense approach to truly taking your practice to the next level.A must-read for the serious financial advisor." – Jim Cannon, President, SunAmerica Securities, Sentra Securities Corporation, and Spelman & Co., Inc. Financial planners provide a variety of services to an array of clients but lack a uniform system for creating a profitable business. Rattiner’ s Financial Planner’ s Bible: The Advisor’ s Advisor collects best practices from the nation’ s leading financial planners, presenting a prototype turnkey model for achieving financial success for both the client and the practice. Financial planning expert Jeffrey Rattiner emphasizes an ethical, practical approach to financial advising, placing paramount importance on " doing what’ s best for the client." Drawing on extensive interviews and his own experience, Rattiner deliver can’ t-miss tips on marketing a financial planning practice, developing an infrastructure, crafting strategic alliances, assessing a business’ s profitability, and creating themodel twenty-first-century practice. This authoritative guide also covers: Forming a planning advisory board Establishing a realistic chain of command Delegating responsibility Making technology work for you Charging c

Detailangaben zum Buch - Rattiner's Financial Planner's Bible: The Advisor's Advisor


EAN (ISBN-13): 9780471220343
ISBN (ISBN-10): 0471220345
Gebundene Ausgabe
Erscheinungsjahr: 2002
Herausgeber: John Wiley & Sons
292 Seiten
Gewicht: 0,603 kg
Sprache: eng/Englisch

Buch in der Datenbank seit 20.01.2008 13:49:55
Buch zuletzt gefunden am 29.10.2016 16:42:43
ISBN/EAN: 0471220345

ISBN - alternative Schreibweisen:
0-471-22034-5, 978-0-471-22034-3

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