Rattiner’s Financial Planner’s Bible: The Advisor’s Advisor

Description

“Jeff Rattiner has found another way to help producers. This book is a must-have for financial advisors, especially those that aspire to be Million Dollar Producers.”
–Thomas B. Gau, CPA, CFP
President and CEO of Million Dollar Producer
“Jeff Rattiner has done it again! His book displays all the essential tools and techniques necessary for advanced planners to succeed in this business. Rattiner’s easy-to-read style provides the best in marketing and practice management ideas. This book will help you if you have hit a dead end in your practice. Rattiner tells it like it is by providing a no-nonsense approach to truly taking your practice to the next level. A must-read for the serious financial advisor.”
–Jim Cannon, President, SunAmerica Securities,
Sentra Securities Corporation, and Spelman & Co., Inc.

Financial planners provide a variety of services to an array of clients but lack a uniform system for creating a profitable business. Rattiner’s Financial Planner’s Bible: The Advisor’s Advisor collects best practices from the nation’s leading financial planners, presenting a prototype turnkey model for achieving financial success for both the client and the practice.

Financial planning expert Jeffrey Rattiner emphasizes an ethical, practical approach to financial advising, placing paramount importance on “doing what’s best for the client.” Drawing on extensive interviews and his own experience, Rattiner delivers can’t-miss tips on marketing a financial planning practice, developing an infrastructure, crafting strategic alliances, assessing a business’s profitability, and creating the model twenty-first-century practice. This authoritative guide also covers:

Forming a planning advisory board
Establishing a realistic chain of command
Delegating responsibility
Making technology work for you
Charging clients appropriately
Running a financial planning business need not be an exercise in trial and error. Rattiner’s Financial Planner’s Bible delivers a compelling model for advising success.

The single definitive resource on the right way to practice professional financial planning This book presents the best practices of financial advisors in all aspects of financial planning, asset management, and product marketing. A definitive resource guide compiled by bestselling financial guru Jeffrey Rattiner, the Bible shows advisors who are running into dead ends how to reach the next milestone.

It features invaluable tips and operating procedures; offers interviews with successful practitioners; provides all the necessary tools and action ideas for producing immediate results, including forms, worksheets, and other operating tools; and includes client checklists, financial plans, software resources, business plans, and marketing plans.

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