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9780471220343

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

by
  • ISBN13:

    9780471220343

  • ISBN10:

    0471220345

  • Edition: 1st
  • Format: Hardcover
  • Copyright: 2002-08-29
  • Publisher: Wiley
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Supplemental Materials

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Summary

The single definitive resource on the right way to practice professional financial planning This 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, RFC, is President of the JR Financial Group, Inc., a multipurpose holding company serving consumers and the financial services industry. He has created Financial Planning Fast Track, an innovative and accelerated educational program assisting students in satisfying the rigorous CFP Certification Examination requirements. He has been a leading trainer for financial services companies such as Wells Fargo, SunAmerica, Merrill Lynch, First Tennessee, the AICPA, California CPA Education Foundation, and TIAA-CREF. He is the author of Getting Started as a Financial Planner, the editor in chief of Personal Financial Planning Monthly, and a columnist for Financial Planning magazine. He can be reached at jeff@jrfinancialgroup.com or (720) 529-1888.

Table of Contents

1. RATTINER ON THE STATE OF THE FINANCIAL SERVICES INDUSTRY.
Your Role.
Changing Society.
Raising the Bar: The Trend Toward Expertise in Delivering Quality Financial Planning Advice.
Repeal of Glass-Steagall and the Formation of True Financial Service

Supplemental Materials

What is included with this book?

The New copy of this book will include any supplemental materials advertised. Please check the title of the book to determine if it should include any access cards, study guides, lab manuals, CDs, etc.

The Used, Rental and eBook copies of this book are not guaranteed to include any supplemental materials. Typically, only the book itself is included. This is true even if the title states it includes any access cards, study guides, lab manuals, CDs, etc.

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