Rattiner's Financial Planner's Bible: The Advisor's Advisor

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John Wiley & Sons, Oct 24, 2002 - Business & Economics - 320 pages
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"Jeff Rattiner has found another way to help producers. This book is a must-have for financial advisors, especially those that aspire to be Million Dollar Producers."
-Thomas B. Gau, CPA, CFP
President and CEO of Million Dollar Producer

"Jeff Rattiner has done it again! His book displays all the essential tools and techniques necessary for advanced planners to succeed in this business. Rattiner's easy-to-read style provides the best in marketing and practice management ideas. This book will help you if you have hit a dead end in your practice. Rattiner tells it like it is by providing a no-nonsense approach to truly taking your practice to the next level. A must-read for the serious financial advisor."
-Jim Cannon, President, SunAmerica Securities,
Sentra Securities Corporation, and Spelman & Co., Inc.

Financial planners provide a variety of services to an array of clients but lack a uniform system for creating a profitable business. Rattiner's Financial Planner's Bible: The Advisor's Advisor collects best practices from the nation's leading financial planners, presenting a prototype turnkey model for achieving financial success for both the client and the practice.

Financial planning expert Jeffrey Rattiner emphasizes an ethical, practical approach to financial advising, placing paramount importance on "doing what's best for the client." Drawing on extensive interviews and his own experience, Rattiner delivers can't-miss tips on marketing a financial planning practice, developing an infrastructure, crafting strategic alliances, assessing a business's profitability, and creating the model twenty-first-century practice. This authoritative guide also covers:
* Forming a planning advisory board
* Establishing a realistic chain of command
* Delegating responsibility
* Making technology work for you
* Charging clients appropriately


Running a financial planning business need not be an exercise in trial and error. Rattiner's Financial Planner's Bible delivers a compelling model for advising success.
 

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Contents

1 Rattiner on the State of the Financial Services Industry
1
2 The Practical Effect An Internal Focus 25 Ideas to Generate a Stable Business
19
3 The Nifty Fifty 50 Ideas About Marketing
75
4 External Forces Controlling Your Own Destiny The Bakers Dozen of Leveraged Activities
131
5 Financial Planning Opportunities Using Form 1040
147
6 Quantifying Your Practice
207
7 The Model Financial Planning Practice
241
8 Resources Keeping In Tune with the Industry
267
9 The TwentyFirst Century Practice the Way Id Like to See It
285
Index
291
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About the author (2002)

JEFFREY H. RATTINER, CPA, CFP, MBA, RFC, is President of the JR Financial Group, Inc., a multipurpose holding company serving consumers and the financial services industry. He has created Financial Planning Fast Track, an innovative and accelerated educational program assisting students in satisfying the rigorous CFP Certification Examination requirements. He has been a leading trainer for financial services companies such as Wells Fargo, SunAmerica, Merrill Lynch, First Tennessee, the AICPA, California CPA Education Foundation, and TIAA-CREF. He is the author of Getting Started as a Financial Planner, the editor in chief of Personal Financial Planning Monthly, and a columnist for Financial Planning magazine. He can be reached at jeff@jrfinancialgroup.com or (720) 529-1888.

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