Financial planners provide a variety of services to an array of clients but lack a uniform system for creating a profitable business. Rattinerβs Financial Plannerβs Bible: The Advisorβs Advisor collects best practices from the nationβs leading financial planners, presenting a prototype turnkey model
Financial advisor
β Scribed by Sherry Bonnice
- Year
- 2014
- Tongue
- English
- Leaves
- 98
- Series
- Careers with character
- Category
- Library
No coin nor oath required. For personal study only.
β¦ Table of Contents
Title Page
Contents
Introduction
Chapter 1: Job Requirements
Chapter 2: Integrity and Trustworthiness
Chapter 3: Respect and Compassion
Chapter 4: Justice and Fairness
Chapter 5: Responsibility
Chapter 6: Courage
Chapter 7: Self-Discipline and Courage
Chapter 8: Citizenship
Chapter 9: Career Opportunities
Further Reading
For More Information
Glossary
Index
About the Author & Consultants
Blank Page
π SIMILAR VOLUMES
"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, CFPPresident and CEO of Million Dollar Producer"Jeff Rattiner has done it again! His book displays all the essent
"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, CFPPresident and CEO of Million Dollar Producer"Jeff Rattiner has done it again! His book displays all the essent