Rattiner's Financial Planner's Bible

Rattiner's Financial Planner's Bible

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qJeff 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.q -Thomas B. Gau, CPA, CFP President and CEO of Million Dollar Producer qJeff 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.q -Jim Cannon, President, SunAmerica Securities, Sentra Securities Corporation, and Spelman a 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 qdoing what's best for the client.q 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 Advisora#39;s Advisor Jeffrey H. Rattiner. D. Customer Service Is customer service a Firm priority? _____ _____ Does the Firm solicit customer feedback? _____ _____ Is there a rational balance between the Firm serving its customersa#39; needs ... _____ _____ F. Sales Management Are the Firma#39;s staff and outside reps properly directed in their duties? _____ _____ Does the Firm establish individual sales or asset management goals? _____ _____ Does the Firm provide adequate salesanbsp;...

Title:Rattiner's Financial Planner's Bible
Author: Jeffrey H. Rattiner
Publisher:John Wiley & Sons - 2002-10-24

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