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Autor(en): 
  • Jeffrey H. Rattiner
  • Rattiner's Financial Planner's Bible: The Advisor's Advisor 
     

    (Buch)
    Dieser Artikel gilt, aufgrund seiner Grösse, beim Versand als 3 Artikel!


    Übersicht
     
    Lieferstatus:   i.d.R. innert 7-14 Tagen versandfertig
    Veröffentlichung:  2002  
    Genre:  Wirtschaft / Recht 
    ISBN:  9780471220343 
    EAN-Code: 
    9780471220343 
    Verlag:  John Wiley & Sons 
    Einband:  Gebunden  
    Sprache:  English  
    Dimensionen:  H 229 mm / B 152 mm / D 23 mm 
    Gewicht:  646 gr 
    Seiten:  324 
    Zus. Info:  9:B&W 6 x 9 in or 229 x 152 mm Case Laminate on Creme w/Gloss Lam 
    Bewertung: Titel bewerten / Meinung schreiben
    Inhalt:
    " 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 manageme 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 deliver can’ t-miss tips on marketing a financial planning practice, developing an infrastructure, crafting strategic alliances, assessing a business’ s profitability, and creating themodel 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 c

      



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