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Title: Getting Started as a Financial Planner by Jeffrey H. Rattiner ISBN: 1-57660-035-1 Publisher: Bloomberg Pr Pub. Date: July, 2000 Format: Hardcover Volumes: 1 List Price(USD): $34.95 |
Average Customer Rating: 3.91 (11 reviews)
Rating: 4
Summary: A great book for the Novice Planner
Comment: I am looking to establish my own financial planning firm, so I searched for material to read so that the process would be easier. Rattiner authored another book that I read so I was familiar with his energy and commitment to the profession. "Getting Started as a Financial Planner" was a good book. I will recommend it to my CFP classmates at NYU.
Rating: 5
Summary: An excellent guide for any aspiring financial planner
Comment: I find the book Getting Started as a Financial Planner by Jeffrey Rattiner as a very valuable source of information for anyone who wants to enter the financial planning career. Rattiner gives an excellent overview of financial planning. He delineates the dos and the donts of the business and provides important tips and insights regarding how to develop a business infrastructure, how to market the practice and how to communicate with the client. He informs the reader about legal issues involved in the practice and about resources and the training needed to become a financial professional. I like the easy style of Mr. Rattiner's writing, the in-depth nature of his chapters and the use of examples and worksheets throughout his book.
Rating: 4
Summary: Good Organizational book for a new financial planner
Comment: This book has provided me with a lot of useful information in starting a new Financial Planning Practice. The only drawback to this book is that it was written before significant tax law changes took place in 2001. If a new edition came out with that information, it would be excellent!
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Title: Getting Started in Financial Consulting by Edward J. Stone ISBN: 0471348147 Publisher: John Wiley & Sons Pub. Date: 31 March, 2000 List Price(USD): $18.95 |
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Title: CFP (Certified Financial Planning) Exam Fast Track by Jeffrey H. Rattiner ISBN: 0471272655 Publisher: John Wiley & Sons Pub. Date: 18 July, 2003 List Price(USD): $59.95 |
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Title: So You Want to Be a Financial Planner by Nancy Langdon Jones ISBN: 0971443637 Publisher: AdvisorWorks Pub. Date: December, 2002 List Price(USD): $55.00 |
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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 Pr Pub. Date: August, 2001 List Price(USD): $60.00 |
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Title: Rattiner's Financial Planner's Bible: The Advisor's Advisor by Jeffrey H. Rattiner ISBN: 0471220345 Publisher: John Wiley & Sons Pub. Date: 16 August, 2002 List Price(USD): $34.95 |
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