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
• 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.