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

Bibliographic Details
Main Author: Rattiner, Jeffrey H., 1960- (Author)
Corporate Author: ProQuest (Firm)
Format: eBook
Language:English
Published: Hoboken, New Jersey : John Wiley & Sons, Inc., [2021]
Subjects:
Financial planners.
Investment advisors.
Investments > Planning.
Finance, Personal.
Finance, Personal
Financial planners
Investment advisors
Investments > Planning
Electronic books.
Online Access:Connect to the full text of this electronic book
Table of 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.