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Book Cover
Streaming audio
Author Rattiner, Jeffrey, author

Title Rattiner's Secrets of Financial Planning / Rattiner, Jeffrey
Edition 1st edition
Published Ascent Audio, 2021

Copies

Description 1 online resource (51428 pages)
Summary Financial planning involves everything from determining the client's financial position, cash flow, and investment strategies, to income tax planning, risk management, insurance, and retirement and estate planning. Financial planners and advisors are responsible for recommendations and decisions that help people define and achieve their financial goals. Rattiner's Secrets of Financial Planning gives industry professionals the opportunity to hear and learn from "the best of the best" in the field. Author Jeffrey H. Rattiner, a respected leader in Certified Financial Planning (CFP), shares real-world insights and expert advice from hundreds of top-level advisors in the financial planning industry. Listeners gain firsthand knowledge of the challenges these successful planners have faced and how they continue to build their practices and reap success in a dynamic financial environment. Designed specifically for industry professionals, this in-depth book: offers CFPs and financial advisors proven advice and practical methods to take their practice to the next level; includes contributions from and interviews with the leading advisors in the profession; explains the key ingredients for building a superior financial planning practice; and helps develop successful financial planners and strengthen profitable practices
Notes Copyright © Ascent Audio
Issuing Body Made available through: Safari, an O'Reilly Media Company
Notes Online resource; Title from title page (viewed April 20, 2021)
Subject Audiobooks.
Audiobooks.
Form Streaming audio
Author Tiedemann, Gary, narrator
O'Reilly for Higher Education (Firm), distributor.
Safari, an O'Reilly Media Company
ISBN 9781663711892
1663711895