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Getting Started as a Financial Planner |  | Authors: Jeffrey H Rattiner CPA CFP, Jeffrey H. Rattiner
Publisher: Bloomberg Press
Category: Book
List Price: $34.95
Buy Used: $0.76
as of 7/29/2010 12:14 CDT details
You Save: $34.19 (98%)
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Seller: betterworldbooks_
Rating:  18 reviews
Sales Rank: 308252
Media: Hardcover
Pages: 304
Number Of Items: 1
Shipping Weight (lbs): 1.6
Dimensions (in): 9.3 x 6.2 x 1.1
ISBN: 1576600351
Dewey Decimal Number: 332.62
EAN: 9781576600351
ASIN: 1576600351
Publication Date: July 2000
Availability: Usually ships in 1-2 business days
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Product Description
"The next growth industry will be financial planning, as boomers inherit or retire." --Jane Bryant Quinn, Newsweek, September 1999. Growth in the financial planning field has skyrocketed--drawing professionals from accounting and financial services to investment management. Now there is a book that addresses the needs of individuals contemplating or beginning careers in financial planning. This book presents a blueprint for launching a successful future in a lucrative, exciting profession. Noted financial planning practitioner Jeffrey Rattiner covers everything aspiring and beginning planners need to know. He takes the reader through the basics of what financial planners do and provides insight about where the field is headed. Topics include education and certification requirements, options for specialization, fee structures, logistics and technology, compliance, and legal issues. Rattiner also shows planners the best methods for client prospecting and marketing, and lists helpful resources for ongoing education. This easy-to-use guide gives a direct, turnkey approach to entering the field and setting up a financial planning practice. Special forms, checklists, and other useful tools reinforce the hands-on appeal of this practical guide. Getting started:
*The basics of financial planning and related specialties
* How to set up and market a financial planning practice
* Fee structures plus types and tiers of clients
* Ins and outs of regulation and how and why planners are liable
* Turnkey system for managing the client communication process
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| Customer Reviews:
Showing reviews 1-5 of 18
 Priceless for the completely clueless January 23, 2009
S. E. Nelson (Minnesota, USA)
Half of the information in this book could be applied to anybody looking to start a small business. The other half is a rather general explanation of the processes that financial planners need to serve their clients. A few examples of documentation used by financial planners such as client questionnaires may interest newbies. One would be better off getting a book devoted to financial planning of which there are few of any quality and a book devoted to guiding aspiring small business owners. I just don't see how anyone could read this book and be any closer to being a competent financial planner.
um yeah....no May 8, 2008
GDP teacher (CA United States)
2 out of 2 found this review helpful
I was hoping for more of a step by step guide toward opening your own office. I've been in practice with a major firm for years and often dream of my own office. this book didn't help at all. truthfully there was more useful free information on the web. look elsewhere if you are in the same boat as me.
 Marginal Value If You Don't Know Anything March 30, 2007
Robert Croft (Columbus, GA)
30 out of 31 found this review helpful
Bottom line up front - you will not gain a top down view of the industry, the understanding of the types of businesses within it, or the nitty gritty of the components needed to do financial planning or run the business. From the other reviews, most that liked this book didn't have much perspective in this category.
I've bought a number of books to familiarize myself with the financial planning industry before setting off on an educational track. This book has been my only complete disappointment. I'm sure Mr. Rattiner knows his business, but this book does not serve any particular purpose. The scope is too broad and the depth of analysis to shallow to be helpful. No one will "Get Started" in one book. Many parts of the book are more like bulleted/paragraphed lists which can't possibly reveal the extent of the author's knowledge on any of the topics. Other parts skim through the technical parts of financial planning (e.g. types of life insurance policies) which have to be learned later in official certification courses. The aspects of running a small business he mentions don't reveal anything significant or truly specific to this type of business - you could get as much from a good article on the subject.
If you have not yet read anything on the industry, try In Search Of The Perfect Model which gives an excellent overview of very successful and inspiring corporate visions of real financial planning businesses from sole practitioners to regional firms. An alternate bottom-up book which does not sugar coat anything and will specifically point you toward further research in a variety of areas is So You Want To Be A Financial Planner. If you are looking for how the business should be structured for financial success under any model, Practice Makes Perfect written by industry consultants (no "this worked for me" bias) is phenomenal. For office operations, Virtual Office Tools for a High Margin Practice will get your mind spinning with what technology can do for you as a planner. For marketing, I recommend The Brand Called You which gets down to what weight of card stock you should have for mailings.
Sure it's better than nothing but...
 Good Introduction for newbie, comprehensive scope February 26, 2007
Discerning Reader (Norwalk, CT)
1 out of 1 found this review helpful
Jeff Rattiner is a well-known planner who operates a handful of planning companies and has served as President of the Financial Planning Association (FPA). He's a trustworthy source of information on how to become a financial planner and the important things to consider before embarking on this journey. I work in a related field and found his book helpful to illuminate me on all the issues you'll face. I would encourage you to view this book in terms of a basic introduction to the field and career of financial planning - don't expect advanced tactics or strategies. Established financial planners may find much of the material redundant. Overall, I recommend this book for people considering becoming a financial planner or those who work as an employee in financial services and are considering opening an independent practice.
This book is scam February 4, 2006
Another Reader (Paris)
11 out of 19 found this review helpful
This book is a scam. He's trying to get people to sign up for his training program.
The actual information in the book is minimally helpful.
He charges $40 for you to read marketing tool for his business.
I have no doubt he also wrote these other glowing reviews of this book.
Showing reviews 1-5 of 18
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