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Author: Sid Mittra
Publisher: Publishnow.Net
ISBN: 9780979985508
Category : Finance, Personal
Languages : en
Pages : 0
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Book Description
Starts with the basics and takes the practitioner on a journey that ends with completing a comprehensive financial plan.--From publisher Web site.
Author: Sid Mittra
Publisher: Publishnow.Net
ISBN: 9780979985508
Category : Finance, Personal
Languages : en
Pages : 0
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Book Description
Starts with the basics and takes the practitioner on a journey that ends with completing a comprehensive financial plan.--From publisher Web site.
Author: Sid Mittra
Publisher: SAGE Publications Pvt. Limited
ISBN: 9789386042859
Category : Business & Economics
Languages : en
Pages : 0
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Book Description
The use of inspiring pedagogical technique and the extensive teaching and practical experience of the authors in the field of financial planning sets this book apart. The theoretical and conceptual foundation of each major planning topic is first presented and then brought to life by skilfully weaving it through real-life cases and practical illustrations. The authors have taken special efforts to make the book user-friendly and relevant for the CFP® designation aspirants.
Author: Sid Mittra
Publisher: John Wiley & Sons
ISBN: 9780470895948
Category : Finance, Personal
Languages : en
Pages : 0
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Book Description
Discusses the impact of retirement - and how to successfully prepare for it. This work explores key concepts and strategies of investment planning including asset allocation. It covers risk management strategies of insurance planning, including life, disability and long-term care. It explores the key aspects associated with divorce and death.
Author: CFP Board
Publisher: John Wiley & Sons
ISBN: 1119440904
Category : Business & Economics
Languages : en
Pages : 336
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Book Description
A Client-Centered approach to Financial Planning Practice built by Research for Practitioners The second in the CFP Board Center for Financial Planning Series, Client Psychology explores the biases, behaviors, and perceptions that impact client decision-making and overall financial well-being. This book, written for practitioners, researchers, and educators, outlines the theory behind many of these areas while also explicitly stating how these related areas directly impact financial planning practice. Additionally, some chapters build an argument based solely upon theory while others will have exclusively practical applications. Defines an entirely new area of focus within financial planning practice and research: Client Psychology Serves as the essential reference for financial planners on client psychology Builds upon and expands the body of knowledge for financial planning Provides insight regarding the factors that impact client financial decision-making from a multidisciplinary approach If you’re a CFP® professional, researcher, financial advisor, or student pursuing a career in financial planning or financial services, this book deserves a prominent spot on your professional bookshelf.
Author: John E. Sestina
Publisher: John Wiley & Sons
ISBN: 0471436704
Category : Business & Economics
Languages : en
Pages : 256
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Book Description
J.K. Lasser Pro(TM) Before You Plan, Consult J.K.Lasser Innovative Planning That Benefits Professionals and Clients What does it take to be a successful fee-only financial planner? According to John Sestina, acclaimed "father of fee-only financial planning," the only special qualifications are a genuine desire to help people, an ability to listen, and a commitment to lifelong learning. Fee-Only Financial Planning introduces financial planners to the newest, fastest-growing niche in the financial planning field-fee for service rather than commission-based planning. Fee-only planning is attractive to the growing number of clients who want to avoid the long-term payments, lack of objectivity, limited choices, or conflict of interest that can occur with a commission-based payment structure. In his comprehensive how-to guide and easy-to-use reference, John Sestina provides in-depth coverage of the financial planning field. He covers such topics as: * The advantages and disadvantages of fee-only planning for both client and planner * Making the transition from commission-based to fee-based planning * Building a profitable practice with varied client bases * Tailoring to your own work style the system Sestina developed over 35 years of successful private practice * Developing and maintaining productive client relationships For professionals wondering whether fee-only financial planning is in their future, or for anyone in financial services who wants to stay current, Fee-Only Financial Planning is an eye-opening introduction to one of the financial world's freshest, richest entrepreneurial careers.
Author: Sid Mittra
Publisher:
ISBN:
Category : Finance, Personal
Languages : en
Pages : 756
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Book Description
Author: Mark C. Tibergien
Publisher: John Wiley and Sons
ISBN: 9780470884959
Category : Business & Economics
Languages : en
Pages : 304
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Book Description
When financial advisers need guidance on running their business, they turn to Mark Tibergien, the most prominent, most respected authority and hands-on consultant on the science and practice of managing financial advisory firms. Together with Moss Adams colleague and principal Rebecca Pomering, they have combined their years of research and analysis to write the definitive book on the subject. The authors first identify how to assess the business and evaluate oneself as a manager. They then present strategic-thinking issues—such as practice models, business plans, and differentiators—in a Socratic style. This is followed by a detailed overview of critical topics, from financial management and human capital to IT and marketing—encompassing the management skills, approaches, and mindsets needed for success. With management tools, worksheets, and industry statistics, Practice Made Perfect is the authoritative book from the industry's expert.
Author: Sid Mittra
Publisher:
ISBN: 9780963652713
Category : Finance, Personal
Languages : en
Pages :
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Book Description
Author: Sid Mittra
Publisher: Ingram
ISBN: 9781477143773
Category : Business & Economics
Languages : en
Pages : 784
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Book Description
Author: Robert Fragasso
Publisher: John Wiley & Sons
ISBN: 1119723000
Category : Business & Economics
Languages : en
Pages : 224
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Book Description
Provides expert insight and advice for professionals looking to strike out on their own, fully updated to reflect current trends and issues Considering the overabundance of professional service providers toiling at monolith employers, you might want to start thinking about business independence. Starting Your Own Practice: The Independence Guide for Investment Advisors, Attorneys, CPAs and Other Professional Service Providers offers you step-by-step guidance on the entirety of the independence process, from your initial decision to break free, to managing your business, to your ultimate exit strategy. In the 15 years since he first wrote Starting Your Own Practice, author Robert Fragasso has gained invaluable practical experience continuing to lead his own independent investment management and financial planning firm. Now in its Second Edition, this popular guide provides more depth on management considerations, transition to business maturity, and eventual profitable business succession. The author has added a wealth of alternative ideas on how to leverage your skills and talents in your own business, license your services and infrastructure, plan for your retirement, and more. Sharing new insights on making the independence move quicker, easier, and less costly, this new edition: Provides straightforward information on both the financial benefits and risks of starting your own practice Helps you decide if you truly want to go into business for yourself Offers expert guidance on planning your move and structuring your marketing, managing, staffing, and general business operations Discusses practical considerations such as leaving your current employer, converting existing clients, protecting your confidentiality, and financing your new business Provides new and revised content throughout, including additional in-depth commentary on management considerations and transition to business maturity Starting Your Own Practice: The Independence Guide for Investment Advisors, Attorneys, CPAs and Other Professional Service Providers is indispensable for anyone providing skilled personal services.
