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Getting Started as a Financial Planner by Jeffrey H. Rattiner

  • 260 Want to read
  • ·
  • 71 Currently reading

Published by Bloomberg Press .
Written in English


  • Finance,
  • Personal finance,
  • Financial planners,
  • Careers - Other Specific Fields,
  • Business & Economics,
  • Careers / Job Opportunities,
  • Career/Job,
  • Investment advisors,
  • Careers - General,
  • United States

Book details:

The Physical Object
Number of Pages304
ID Numbers
Open LibraryOL8747934M
ISBN 101576600351
ISBN 109781576600351

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  " Getting Started as a Financial Planner is a must-read for any professional interested in a career in financial planning. As one of the industry's most respected teachers and practitioners, Jeff's book is packed with useful insights that every newcomer needs to be successful." - John Whelan Publisher, Financial PlanningBrand: Wiley. Your financial planner might just have a pen and paper for that first meeting so they can take notes and get to know you. What Should I Expect from My First Meeting with a Financial Planner? If you’re the "CEO" of your household, then consulting a financial planner is like working with your Chief Financial . Kacee Johnson Kacee Johnson, founder of Blue Ocean Principles, is a regular speaker and commentator at Technology, Business, Accounting, and Legal conferences nationwide.; focusing on business development, marketing, sales and Cloud d the CPA Practice Advisor Magazines Top 40 Under 40 Award in , and , she is recognized as one of the young professionals . More than anything, beginner financial planning is about getting started. It’s better to dive in, even if you make a few bad choices along the way, than it is to sit on the sidelines worrying that you won’t make the best possible choice. You can kick off with these steps Let the Nerves Go.

  Start By Reading. For a basic introduction to sound financial concepts, you can't do much better than The Richest Man in Babylon. It's a tiny little book, written in an uncomplicated style. It also captures the wisdom of the ages in an easy-to-follow manner.   One excellent financial adviser at our firm had a previously successful, year career as a dentist. After facing a neck injury that made it challenging for him to continue his work, he decided.   I find the book Getting Started as a Financial Planner by Jeffrey Rattiner as a very valuable source of information for anyone who wants to enter the financial planning career. Rattiner gives an excellent overview of financial by: 3. Pre-Order Plan A Happy Life Book by Stephanie Fleming Getting Started. The Happy Planner® makes it easy to customize your planner so it's perfect for YOU. Wondering how to get started? You're in the right place! Click on the short videos below and let Stephanie show you the basics.

After a strong response to our summer reading list for advisors, we decided to expand it. Here are the 20 books that financial advisors said -- via Twitter, LinkedIn, emails and phone calls. The First Step. In , three others advisors and I left A.G. Edwards and Sons, which had recently been bought out by Wachovia (now Wells Fargo) and started Alliance Investment Planning were an independent financial planning firm under the independent broker-dealer, LPL Financial. LPL Financial was the largest independent brokerage firm and the big difference between them and an. I get asked all the time how to get started as a financial planner. In case you are considering jumping into the profession, here’s my answer and here’s what you have to understand: 1.   How do you get started as a financial planner? That was the question a year-old college grad asked me recently. He went on to say that he had a strong passion for helping people with their finances, but he was unclear on how to get started in the financial planning field.