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

Author - Jeffrey H. Rattiner ... [Goo?] [Posters]

This Hardcover Book item from Wiley was reviewed on 10-Oct-2008.

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1) Hardcover Book Rattiner's Financial Planner's Bible: The Advisor's Advisor by Wiley. An accomplished professional, Rattiner knows his stuff. Worthwhile investment for those starting out in the financial services arena.¤

2) Hardcover Book Rattiner's Financial Planner's Bible: The Advisor's Advisor by Wiley. At 253 pages the material would have better fit 150 though presumably the book would then be too short to market as a "Financial Planner´s Bible". Rattiner is repetitious and shamelessly self promoting. The latter, in fairness, is probably common to the genre.

Rattiner, though, is clearly a smart guy. The chapter on using Form 1040 to uncover client financial planning opportunities was meaty and insightful. There were also quite a few other interesting tidbits buried amidst the clutter.
¤

3) Hardcover Book Rattiner's Financial Planner's Bible: The Advisor's Advisor by Wiley. 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.¤

4) Hardcover Book Rattiner's Financial Planner's Bible: The Advisor's Advisor by Wiley. "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.¤

Page Updated: Robert N. Goolsby, 7-Nov-2008, 0471220345723812220342, 570-450-041-4X1-541-111-8

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