Getting Started as a Financial Planner
Author: Jeffrey H. Rattiner
List Price: $34.95
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ISBN: 1576600351
Publisher: Bloomberg Pr (July, 2000)
Sales Rank: 9,725
Average Customer Rating: 3.91 out of 5
Customer Reviews
Rating: 4 out of 5
A great book for the Novice Planner
I am looking to establish my own financial planning firm, so I searched for material to read so that the process would be easier. Rattiner authored another book that I read so I was familiar with his energy and commitment to the profession. "Getting Started as a Financial Planner" was a good book. I will recommend it to my CFP classmates at NYU.
Rating: 4 out of 5
His heart is in the right place...
A real book, not a pie-in-the-sky, full of theory book. Written by a author who's heart is in the right place. Many people from many different industries are pouring into the financial planning industry. This book provides them with practical, step-by-step, approaches needed to dig in and get started.
Mr. Rattiner gives the reader a solid framework on which to build. He outlines the key points, something very needed, if someone is new to the industry. An excellent reminder to those of us in the business.
Excellent summaries, charts, checklists and samples are sprinkled throught the book.
My favorite chapter was "Marketing Your Practice" and the sample SWOT Analysis.
In total, if you are looking for a "Nuts & Bolts" book and wish to get started in the process of becoming a financial Planner, this book is for you.
Rating: 4 out of 5
Good Organizational book for a new financial planner
This book has provided me with a lot of useful information in starting a new Financial Planning Practice. The only drawback to this book is that it was written before significant tax law changes took place in 2001. If a new edition came out with that information, it would be excellent! Similar Products
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Book Index