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Financial planning encompasses a range of tasks, from ascertaining a client’s financial status and cash flow to devising investment strategies. It also includes income tax planning, risk management, insurance, and retirement and estate planning. Financial planners and advisors bear the responsibility of offering recommendations and making decisions that enable individuals to identify and realize their financial objectives.
“Rattiner’s Secrets of Financial Planning” provides industry professionals with the chance to glean knowledge from the “crème de la crème” in the field. Authored by Jeffrey H. Rattiner, a well-regarded figure in certified financial planning (CFP), this book imparts valuable insights and expert counsel from hundreds of preeminent advisors within the financial planning industry. Readers obtain firsthand understanding of the hurdles these successful planners have confronted and the strategies they employ to continually grow their practices and thrive amidst a dynamic financial landscape.
Specially tailored for industry professionals, this comprehensive book:
– Provides CFPs and financial advisors with tried-and-tested advice and practical techniques to elevate their practice
– Features contributions from and interviews with the profession’s leading advisors
– Outlines the essential elements for constructing a superior financial planning practice
– Aims to cultivate successful financial planners and fortify profitable practices.
Delve into “Rattiner’s Secrets of Financial Planning” to fuel your professional growth and enhance your practice.