Fee-Only Financial Planning

- How to Make It Work for You

Bog
  • Format
  • Bog, hardback
  • Engelsk

Beskrivelse

J.K. Lasser Pro(TM) Before You Plan, Consult J.K.Lasser



Innovative Planning That Benefits Professionals and Clients



What does it take to be a successful fee-only financial planner? According to John Sestina, acclaimed "father of fee-only financial planning," the only special qualifications are a genuine desire to help people, an ability to listen, and a commitment to lifelong learning.



Fee-Only Financial Planning introduces financial planners to the newest, fastest-growing niche in the financial planning field-fee for service rather than commission-based planning. Fee-only planning is attractive to the growing number of clients who want to avoid the long-term payments, lack of objectivity, limited choices, or conflict of interest that can occur with a commission-based payment structure.



In his comprehensive how-to guide and easy-to-use reference, John Sestina provides in-depth coverage of the financial planning field. He covers such topics as:

* The advantages and disadvantages of fee-only planning for both client and planner

* Making the transition from commission-based to fee-based planning

* Building a profitable practice with varied client bases

* Tailoring to your own work style the system Sestina developed over 35 years of successful private practice

* Developing and maintaining productive client relationships





For professionals wondering whether fee-only financial planning is in their future, or for anyone in financial services who wants to stay current, Fee-Only Financial Planning is an eye-opening introduction to one of the financial world's freshest, richest entrepreneurial careers.

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Detaljer
  • SprogEngelsk
  • Sidetal256
  • Udgivelsesdato15-12-2000
  • ISBN139780471388081
  • Forlag Wiley
  • FormatHardback
Størrelse og vægt
  • Vægt544 g
  • Dybde1,9 cm
  • coffee cup img
    10 cm
    book img
    15,2 cm
    22,8 cm

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