Rattiner's Secrets of Financial Planning: From Running Your Practice to Optimizing Your Client's Experience

Rattiner's Secrets of Financial Planning is a comprehensive resource that provides industry professionals with real-world insights and expert advice from hundreds of top-level advisors in the financial planning industry. It 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, and provides templates taken from the practices of high-level financial advisors.

\n Format: Hardback
\n Length: 384 pages
\n Publication date: 26 November 2020
\n Publisher: John Wiley & Sons Inc
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Financial planning encompasses a wide range of activities, including assessing a client's financial status, cash flow, and investment strategies, as well as income tax planning, risk management, insurance, and retirement and estate planning. Financial planners and advisors are entrusted with making recommendations and decisions that assist individuals in defining and achieving their financial goals.

Rattiner's Secrets of Financial Planning is a valuable resource for industry professionals seeking to gain insights and learn from the foremost experts in the field of financial planning. Authored by Jeffrey H. Rattiner, a respected leader in Certified Financial Planning (CFP), the book offers real-world insights and expert advice from hundreds of top-level advisors in the financial planning industry. Readers gain firsthand knowledge of the challenges and strategies employed by these successful planners, enabling them to build and thrive in a dynamic financial environment.

This comprehensive resource includes templates and tools that are based on the practices of the best CFPs, enabling professionals to enhance their work programs, data quantification reports, asset allocation model portfolios, pro forma statements, and checklists for each technical financial planning discipline. Designed specifically for industry professionals, the book provides CFPs and financial advisors with proven advice and practical methods to elevate their practice to new heights.

Contributions from and interviews with the leading advisors in the profession further enrich the content, offering valuable perspectives and insights. The book also delves into the key ingredients for building a superior financial planning practice, empowering individuals to develop into successful financial planners and strengthen their profitable practices.

In conclusion, Rattiner's Secrets of Financial Planning is a must-read for industry professionals seeking to excel in their field and achieve financial success. With its comprehensive content, practical templates, and expert advice, the book provides a valuable roadmap for building a thriving financial planning practice.

\n Weight: 618g\n
Dimension: 162 x 236 x 36 (mm)\n
ISBN-13: 9781119594277\n \n