Rattiner's secrets of financial planning : from running your practice to optimizing your client's experience

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Title:

Author:

Rattiner, Jeffrey H., 1960- author.

ISBN:

9781119594314

9781119594291

9781119594260

Physical Description:

1 online resource (xxix, 354 pages)

General Note:

Includes index.

Contents:

Today's Financial Planning Profession -- How to Structure Your Practice -- Developing a Well-Thought-Out Personal Financial Plan -- Dispensing Advice on Cash Flow Management and Budgeting Concerns -- Dispensing Advice on Insurance -- Dispensing Advice on Investing -- Dispensing Advice on Income Tax -- Dispensing Advice on Retirement Planning -- Dispensing Advice on Estate Planning -- Dispensing Advice on Niche Planning.

Abstract:

"Financial planning is a process that leads to recommendations and decisions that help people achieve their financial goals. Planning applies to determining the client's financial position and cash flow, income tax planning, risk management, insurance, retirement planning, investment planning and estate planning"-- Provided by publisher

Local Note:

John Wiley and Sons

Subject Term:

Financial planners.

Investment advisors.

Investments -- Planning.

Finance, Personal.

Planificateurs financiers.

Conseillers en placements.

Investissements -- Planification.

investment counsels.

Finance, Personal