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Title: Rattiner's Financial Planner's Bible: The Advisor's Advisor by Jeffrey H. Rattiner ISBN: 0-471-22034-5 Publisher: Wiley Pub. Date: 16 August, 2002 Format: Hardcover Volumes: 1 List Price(USD): $34.95 |
Average Customer Rating: 3.5 (2 reviews)
Rating: 5
Summary: Valuable Tools for Experienced Advisors
Comment: This is an excellent successor to Jeff's earlier book on getting started in financial planning. There is great material, but because every reader has a substantially different background, a lot of it is not immediately applicable. But the critical issue is that SOME of the very well organized checklists and tools will be precisely what the reader needs, and needs now. Some of the Bible will be very useful later. The firm-wide self-assessment survey is a great tool, as is the model business plan.
Rating: 2
Summary: A disappointment
Comment: I purchased the author's first book "Getting Started as a Financial Planner" and found it to be very helpful when I was entering the field. Therefore I was disappointed that his new book wasn't equally useful and practical. I found it poorly-organized and densely-written. There are some valuable suggestions in there, like a few of his fifty tips for marketing a practice, but you have to wade through a lot of recycled ideas to get there. Even with Amazon.com's discounted price, I expected more for my money.
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Title: Getting Started as a Financial Planner by Jeffrey H. Rattiner ISBN: 1576600351 Publisher: Bloomberg Press Pub. Date: July, 2000 List Price(USD): $34.95 |
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Title: CFP (Certified Financial Planning) Exam Fast Track by Jeffrey H. Rattiner, Jeffrey H. Rattiner ISBN: 0471272655 Publisher: Wiley Pub. Date: 18 July, 2003 List Price(USD): $59.95 |
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Title: Deena Katz's Tools and Templates for Your Practice: For Financial Advisors, Planners, and Wealth Managers by Deena B. Katz ISBN: 157660084X Publisher: Bloomberg Press Pub. Date: August, 2001 List Price(USD): $60.00 |
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Title: So You Want to Be a Financial Planner by Bob Veres, Nancy Langdon Jones ISBN: 0971443637 Publisher: Advisorpress Pub. Date: December, 2002 List Price(USD): $55.00 |
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Title: Storyselling for Financial Advisors : How Top Producers Sell by Scott West, Mitch Anthony ISBN: 0793136644 Publisher: Dearborn Trade, a Kaplan Professional Company Pub. Date: 12 January, 2000 List Price(USD): $30.00 |
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