Rattiner's Financial Planner's Bible: The Advisor's Advisor
by Jeffrey H. Rattiner
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Book Summary Information
Author: Jeffrey H. RattinerEdition: Hardcover
Audio: English (Unknown); English (Original Language); English (Published)
Published: 2002-08-16
ISBN: 0471220345
Number of pages: 304
Publisher: Wiley
Product features:
- ISBN13: 9780471220343
- Condition: New
- Notes: BRAND NEW FROM PUBLISHER! 100% Satisfaction Guarantee. Tracking provided on most orders. Buy with Confidence! Millions of books sold!
Book Reviews of Rattiner's Financial Planner's Bible: The Advisor's Advisor
Book Review: Valuable Tools for Experienced Advisors
Summary: 5 Stars
This is an excellent successor to Jeff's earlier book on getting started in financial planning. There is great material, but because every reader has a substantially different background, a lot of it is not immediately applicable. But the critical issue is that SOME of the very well organized checklists and tools will be precisely what the reader needs, and needs now. Some of the Bible will be very useful later. The firm-wide self-assessment survey is a great tool, as is the model business plan.
Summary of Rattiner's Financial Planner's Bible: The Advisor's Advisor
"Jeff Rattiner has found another way to help producers. This book is a must-have for financial advisors, especially those that aspire to be Million Dollar Producers."-Thomas B. Gau, CPA, CFP
President and CEO of Million Dollar Producer
"Jeff Rattiner has done it again! His book displays all the essential tools and techniques necessary for advanced planners to succeed in this business. Rattiner's easy-to-read style provides the best in marketing and practice management ideas. This book will help you if you have hit a dead end in your practice. Rattiner tells it like it is by providing a no-nonsense approach to truly taking your practice to the next level. A must-read for the serious financial advisor."
-Jim Cannon, President, SunAmerica Securities,
Sentra Securities Corporation, and Spelman & Co., Inc.
Financial planners provide a variety of services to an array of clients but lack a uniform system for creating a profitable business. Rattiner's Financial Planner's Bible: The Advisor's Advisor collects best practices from the nation's leading financial planners, presenting a prototype turnkey model for achieving financial success for both the client and the practice.
Financial planning expert Jeffrey Rattiner emphasizes an ethical, practical approach to financial advising, placing paramount importance on "doing what's best for the client." Drawing on extensive interviews and his own experience, Rattiner delivers can't-miss tips on marketing a financial planning practice, developing an infrastructure, crafting strategic alliances, assessing a business's profitability, and creating the model twenty-first-century practice. This authoritative guide also covers:
* Forming a planning advisory board
* Establishing a realistic chain of command
* Delegating responsibility
* Making technology work for you
* Charging clients appropriately
Running a financial planning business need not be an exercise in trial and error. Rattiner's Financial Planner's Bible delivers a compelling model for advising success.
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