Rattiner's secrets of financial planning : from running your practice to optimizing your client's experience /

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"Financial planning is a process that leads to recommendations and decisions that help people achieve their financial goals. Planning applies to determining the client's financial position and cash flow, income tax planning, risk management, insurance, retirement planning, investment plann...

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Detalles Bibliográficos
Clasificación:Libro Electrónico
Autor principal: Rattiner, Jeffrey H., 1960- (Autor)
Formato: Electrónico eBook
Idioma:Inglés
Publicado: Hoboken, New Jersey : John Wiley & Sons, Inc., [2021]
Temas:
Financial planners.
Investment advisors.
Investments > Planning.
Finance, Personal.
Planificateurs financiers.
Conseillers en placements.
Investissements > Planification.
investment counsels.
Finance, Personal
Financial planners
Investment advisors
Investments > Planning
Acceso en línea:Texto completo (Requiere registro previo con correo institucional)
Tabla de Contenidos:
  • Today's Financial Planning Profession
  • How to Structure Your Practice
  • Developing a Well-Thought-Out Personal Financial Plan
  • Dispensing Advice on Cash Flow Management and Budgeting Concerns
  • Dispensing Advice on Insurance
  • Dispensing Advice on Investing
  • Dispensing Advice on Income Tax
  • Dispensing Advice on Retirement Planning
  • Dispensing Advice on Estate Planning
  • Dispensing Advice on Niche Planning.

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