Book description
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. Jeffrey 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 corporate sponsorship for
the Institute of Certified Financial Planners, he also served as
director of technical standards and as a technical manager of the
Personal Financial Planning Division of the AICPA. He is the author of
several books and a monthly columnist for Financial Planning
magazine.
