Rattiner’s Secrets of Financial Planning

From Running Your Practice to Optimizing Your Client's Experience

De: Jeffrey H. Rattiner

Narrado por: Gary Tiedemann

Financial planning involves everything from determining the client's financial position, cash flow, and investment strategies, to income tax planning, risk management, insurance, and retirement and estate planning. Financial planners and advisors are responsible for recommendations and decisions that help people define and achieve their financial goals. Rattiner's Secrets of Financial Planning gives industry professionals the opportunity to hear and learn from "the best of the best" in the field.

Author Jeffrey H. Rattiner, a respected leader in certified financial planning (CFP), shares real-world insights and expert advice from hundreds of top-level advisors in the financial planning industry. Listeners gain firsthand knowledge of the challenges these successful planners have faced and how they continue to build their practices and reap success in a dynamic financial environment. Designed specifically for industry professionals, this in-depth book: offers CFPs and financial advisors proven advice and practical methods to take their practice to the next level; includes contributions from and interviews with the leading advisors in the profession; explains the key ingredients for building a superior financial planning practice; and helps develop successful financial planners and strengthen profitable practices.

©2021 Jeffrey H. Rattiner (P)2021 Gildan Media

Great Book

Are you looking to grow a financial advisor business? You should have this book!
The author does a great job of laying out how to put together as great practice and processes to follow to be successful.

horrible book

skip. not worth the time …waste time on youtube much better use of your time