Rattiner's Financial Planner's Bible

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The Advisor's Advisor

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The Advisor's Advisor

"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 management 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 delivers can't-miss tips on marketing a financial planning practice, developing an infrastructure, crafting strategic alliances, assessing a business's profitability, and creating the model 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 clients appropriately

Running a financial planning business need not be an exercise in trial and error. Rattiner's Financial Planner's Bible delivers a compelling model for advising success.

لغو

گزارش تخلف

مغایرت عنوان کتاب با توضیحات و تصویر جلد
عدم رعایت حقوق نشر طبق قوانین جمهوری اسلامی ایران
محتوای مستهجن
توهین به قومیتها و محتوای نژادپرستی
توهین به اقیلیتهای مذهبی
اهانت به مقامات سیاسی و مذهبی
اشاعه ی کودک آزاری
سایر موارد

بستن

فرمت کتاب

ebook

زبان

english

تاریخ انتشار

2002

نویسنده

Jeffrey H. Rattiner

ناشر

John Wiley & Sons

شابک

0471220345

20,000 تومان

خرید کتاب مطالعه نمونه درخواست ترجمه کتاب

خرید کتاب Rattiner's Financial Planner's Bible

Rattiner's Financial Planner's Bible

گزارش تخلف

فرمت کتاب

ebook

زبان

english

تاریخ انتشار

2002

نویسنده

ناشر

شابک

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