Rattiner's secrets of financial planning : from running your practice to optimizing your client's experience /: from running your practice to optimizing your client's experience. (2020)
- Record Type:
- Book
- Title:
- Rattiner's secrets of financial planning : from running your practice to optimizing your client's experience /: from running your practice to optimizing your client's experience. (2020)
- Main Title:
- Rattiner's secrets of financial planning : from running your practice to optimizing your client's experience
- Further Information:
- Note: Jeffrey H. Rattiner.
- Authors:
- Rattiner, Jeffrey H, 1960-
- Contents:
- Foreword Acknowledgments Preface About the Author Chapter 1: Today’s Financial Planning Profession Chapter 2: How to Structure Your Practice Chapter 3:Developing a Well-Thought Personal Financial Plan Chapter 4:Dispensing Advice on Cash Flow Management and Budgeting Concerns Chapter 5: Dispensing Advice on Insurance Planning Chapter 6: Dispensing Advice on Investing Planning Chapter 7: Dispensing Advice on Income Tax Planning Chapter 8: Dispensing Advice on Retirement Planning Chapter 9: Dispensing Advice on Estate Planning Chapter 10: Dispensing Advice on Niche Planning Index
- Edition:
- 1st
- Publisher Details:
- Hoboken : John Wiley & Sons, Inc
- Publication Date:
- 2020
- Extent:
- 1 online resource
- Subjects:
- 332.0240068
Financial planners
Investment advisors
Investments -- Planning
Finance, Personal -- Planning - Languages:
- English
- ISBNs:
- 9781119594291
9781119594260 - Related ISBNs:
- 9781119594277
- Notes:
- Note: Description based on CIP data; resource not viewed.
- Access Rights:
- Legal Deposit; Only available on premises controlled by the deposit library and to one user at any one time; The Legal Deposit Libraries (Non-Print Works) Regulations (UK).
- Access Usage:
- Restricted: Printing from this resource is governed by The Legal Deposit Libraries (Non-Print Works) Regulations (UK) and UK copyright law currently in force.
- View Content:
- Available online (eLD content is only available in our Reading Rooms) ↗
- Physical Locations:
- British Library HMNTS - ELD.DS.561717
- Ingest File:
- 03_188.xml