"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. The Advisor's Advisor
โ Scribed by Rattiner J.H.
- Year
- 2002
- Tongue
- English
- Leaves
- 315
- Category
- Library
No coin nor oath required. For personal study only.
โฆ Synopsis
Financial planners provide a variety of services to an array of clients but lack a uniform system for creating a profitable business. Rattinerโs Financial Plannerโs Bible: The Advisorโs Advisor collects best practices from the nationโs 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 whatโs best for the client.'' Drawing on extensive interviews and his own experience, Rattiner delivers canโt-miss tips on marketing a financial planning practice, developing an infrastructure, crafting strategic alliances, assessing a businessโs 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. Rattinerโs Financial Plannerโs Bible delivers a compelling model for advising success.
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"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
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