eBooks - Business - Financial Planning - Jeffrey H. Rattiner - Rattiner's Financial Planner's Bible: The Advisor's Advisor
Rattiner's Financial Planner's Bible: The Advisor's Advisor eBook
by Jeffrey H. Rattiner
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Platforms
Windows 98SE+, Mac OS X+, Palm Features
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Availability:
Download Now Price: $34.95
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Rattiner's Financial Planner's Bible: The Advisor's Advisor Summary
| The single definitive resource on the right way to practice professional financial planning This book presents the best practices of financial advisors in all aspects of financial planning, asset management, and product marketing. A definitive resource guide compiled by bestselling financial guru Jeffrey Rattiner, the Bible shows advisors who are running into dead ends how to reach the next milestone. It features invaluable tips and operating procedures; offers interviews with successful practitioners; provides all the necessary tools and action ideas for producing immediate results, including forms, worksheets, and other operating tools; and includes client checklists, financial plans, software resources, business plans, and marketing plans. |
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eBooks - Titles - Authors - Business - Financial Planning - Jeffrey H. Rattiner - Rattiner's Financial Planner's Bible: The Advisor's Advisor eBook