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Discover the core essentials of financial planning, seamlessly interwoven with the practical realities of building a successful practice and working with real clients. This text offers seven distinctive approaches to analyze a client’s situation, then guides you on how to effectively communicate and work in the best interests of your clients.
Fundamentals of Financial Planning employs real data and pertinent case studies to guide you logically through the process of understanding client behavior, setting motivational goals, performing in-depth analysis, managing risks, funding education, and managing investments. It also underscores the critical impact of time on the value of money.
In addition, this invaluable guide provides direction on honing your soft skills, which are vital to a successful planning engagement. Learn how to build trust with clients, communicate effectively, and understand their behavior and motivation.
This is an indispensable textbook that translates fundamental theories into real-world context, ensuring that concepts and best practices are easily understood, retained, and ready to be put into action.