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.