๐”– Scriptorium
โœฆ   LIBER   โœฆ

๐Ÿ“

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

โœ Scribed by Rattiner J.H.


Year
2002
Tongue
English
Leaves
315
Category
Library

โฌ‡  Acquire This Volume

No coin nor oath required. For personal study only.

โœฆ Synopsis


Financial planners provide a variety of services to an array of clients but lack a uniform system for creating a profitable business. Rattinerโ€™s Financial Plannerโ€™s Bible: The Advisorโ€™s Advisor collects best practices from the nationโ€™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 whatโ€™s best for the client.'' Drawing on extensive interviews and his own experience, Rattiner delivers canโ€™t-miss tips on marketing a financial planning practice, developing an infrastructure, crafting strategic alliances, assessing a businessโ€™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 appropriatelyRunning a financial planning business need not be an exercise in trial and error. Rattinerโ€™s Financial Plannerโ€™s Bible delivers a compelling model for advising success.


๐Ÿ“œ SIMILAR VOLUMES


Rattiner's Financial Planner's Bible: Th
โœ Jeffrey H. Rattiner ๐Ÿ“‚ Library ๐Ÿ“… 2002 ๐ŸŒ English

"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

Rattiner's financial planner's bible: th
โœ Jeffrey H. Rattiner ๐Ÿ“‚ Library ๐Ÿ“… 2002 ๐Ÿ› John Wiley and Sons ๐ŸŒ English

"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

The Devil's Advisor
โœ Brad Abdul ๐Ÿ“‚ Fiction ๐Ÿ“… 2023 ๐Ÿ› Flame Tree Publishing ๐ŸŒ English

<B>A pacy, twisting, supernatural comedy of the everyday and the devilish, in the tradition of Gaiman and Pratchett's <I>Good Omens</I>.</B><BR>Lucy, the Devil, wants to retire. Brian, the Business Advisor, hates his job. When Brian's jealous co-workers put him in Lucy's crosshairs, she makes him an