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The Complete Idiot's Guide to Success as a Personal Financial Planner |  | Author: CPA, PFS, CFP, John P. Napolitano
Publisher: Alpha
Category: Book
List Price: $19.95
Buy New: $3.88
as of 7/29/2010 12:16 CDT details
You Save: $16.07 (81%)
New (11) Used (17) from $3.80
Seller: cubusa_books
Rating:  7 reviews
Sales Rank: 68505
Media: Paperback
Pages: 352
Number Of Items: 1
Shipping Weight (lbs): 0.1
Dimensions (in): 8.9 x 7.3 x 0.8
ISBN: 1592576869
Dewey Decimal Number: 332.024
EAN: 9781592576869
ASIN: 1592576869
Publication Date: December 4, 2007
Availability: Usually ships in 1-2 business days
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Product Description
Building a successful career in a red-hot field.
Financial planning is one of the fastest growing careers in America today. Written by a veteran certified financial planning expert, this invaluable book tells aspiring and new CFPs everything you need to know about the certification process, setting up private practice, self-marketing techniques, client management and expansion, and much more.
Includes a comprehensive resource section
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| Customer Reviews:
Showing reviews 1-5 of 7
 The Complete Idiot's Guide to Success as a Personal Financial Planner April 21, 2010
Jean Davis (Florida)
This book arrived in great condition and will be an important read to my husband who is starting into the financial planning business.
 Good Information For a Newbie January 30, 2010
Kenny Fortuna (Wy)
I read the book cover to cover. It was arranged in a easy to read format. There was some interesting information for someone new to the industry to consider such as who to take on as a client and other points I wouldn't have considered. I also found the information on referrals informative. I was happy with the product.
 Covering only basics, not how to succeed December 5, 2009
Gadgester (Mother Earth)
4 out of 4 found this review helpful
This book covers just the basics of becoming and working as a financial planner (aka financial advisor, financial consultant, wealth advisor, etc.). It provides an overview of the industry and profession, how to become a financial planner (but only focusing on college grads, accountants, attorneys, and bankers), what it's like to work as one, and how to go indie. It does not provide much tips on how to succeed as a new financial planner or as a seasoned financial planner; the only exception is the author strongly recommends you get a good mentor, a recommendation I totally agrees on. For example, building up a client base, the most dreaded of all beginning and intermediate financial planners, is covered in just one page. I thought at least two or three chapters should be devoted to this topic alone, because having clients who pay you fees is 75% of success as an FP; the other 25% is keeping them happy.
So, I'm rather disappointed in this book, because it lacks substance that can help someone thinking about the career or just starting out as a beginner FP.
Great book from the start to the end January 29, 2009
Gimeno Simmlnds (Bronx, NY)
3 out of 5 found this review helpful
If your getting into Financial Advisor business (Life, Dis, Health)
this will help weed out the B.S the companies tell you at your interview. Later chapter will be help for those starting up your pratice. Helpful for all.
I wish this book was around 20 years ago... August 23, 2008
Richard fingerman (Boston, MA)
5 out of 7 found this review helpful
when I was starting out as a financial planner. Mr. Napolitano does an excellent job of putting it all together in an easy to read format. I highly recommend this book to anyone considering financial planning as a career choice.
Rick Fingerman, CFP
Past President and Chairman of the Financial Planning Association of MA.
President of Financial Planning Solutions, Inc. www.fps2.com
Showing reviews 1-5 of 7
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