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Rattiners Financial Planners Bible
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Book Synopsis Rattiner's Financial Planner's Bible by : Jeffrey H. Rattiner
Download or read book Rattiner's Financial Planner's Bible written by Jeffrey H. Rattiner and published by John Wiley & Sons. This book was released on 2002-10-10 with total page 316 pages. Available in PDF, EPUB and Kindle. Book excerpt: "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.
Book Synopsis Rattiner's Secrets of Financial Planning by : Jeffrey H. Rattiner
Download or read book Rattiner's Secrets of Financial Planning written by Jeffrey H. Rattiner and published by John Wiley & Sons. This book was released on 2020-09-14 with total page 384 pages. Available in PDF, EPUB and Kindle. Book excerpt: Learn what it takes to be a success from the ‘all-stars’ of the financial planning and advisory profession 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. Readers 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. This comprehensive resource includes templates based on what the best CFPs use in their practices for work programs, data quantification reports, asset allocation model portfolios, pro forma statements, and checklists for each technical financial planning discipline. 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 Provides templates taken from the practices of high-level financial advisors Explains the key ingredients for building a superior financial planning practice Helps develop successful financial planners and strengthen profitable practices Rattiner's Secrets of Financial Planning: From Running Your Practice to Optimizing Your Client's Experience is an important resource for CFPs, CPAs, financial advisors, financial planners, and high-level corporate executives working in the financial services industry.
Book Synopsis Financial Planning Answer Book (2009) by : Jeffrey H. Rattiner
Download or read book Financial Planning Answer Book (2009) written by Jeffrey H. Rattiner and published by CCH. This book was released on 2008-11 with total page 544 pages. Available in PDF, EPUB and Kindle. Book excerpt: Covering the five key areas of financial planning, this guide emphasizes its technical, tax, and regulatory aspects. The areas of discussion include investments, employee benefits and retirement plan assets, insurance, income tax and estate planning, and regulatory issues.
Book Synopsis Getting Started as a Financial Planner by : Jeffrey H. Rattiner
Download or read book Getting Started as a Financial Planner written by Jeffrey H. Rattiner and published by John Wiley and Sons. This book was released on 2010-05-21 with total page 376 pages. Available in PDF, EPUB and Kindle. Book excerpt: There has never been more opportunity for financial planners--or more reasons for financial professionals to consider switching the direction of their careers into this lucrative field. Today's planners will cash in on the huge surge of baby boomers preparing for retirement in the decades ahead. And as the number and complexity of investments rises, more individuals will look to financial advisers to help manage their money. In the new paperback edition of this guide, Jeffrey H. Rattiner, a practicing financial planner and educator, provides a complete, systematic, turnkey framework for the aspiring planner to follow. Starting from the key question, "Why do you want to be a financial planner?" the author guides you through the development of an effective infrastructure and client management system for your practice. The many essential concepts are clearly illustrated with examples from practicing professionals. Throughout this handbook, Rattiner provides personal insights on how and why a planner must develop a solid understanding of client needs before building a comprehensive financial plan. Getting Started as a Financial Planner has everything one needs to know—from how to set up a practice and communicate with clients to how to manage investments and market services—in order to launch a career in financial planning and to attain success in this high-growth profession.
Book Synopsis God's Plans for Your Finances by : Dwight Nichols
Download or read book God's Plans for Your Finances written by Dwight Nichols and published by . This book was released on 1998 with total page 212 pages. Available in PDF, EPUB and Kindle. Book excerpt: Author Dwight Nichols explains the biblical view of money, practical steps to take in financial planning, and how people can get out of debt.
Download or read book Current Law Index written by and published by . This book was released on 2003 with total page 912 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Book Synopsis Biblical Financial Planning by : Justin Henegar
Download or read book Biblical Financial Planning written by Justin Henegar and published by . This book was released on 2016-06-28 with total page 720 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Book Synopsis Financial Planning with a Biblical View by : Maurice C. Smith
Download or read book Financial Planning with a Biblical View written by Maurice C. Smith and published by WestBow Press. This book was released on 2020-08-06 with total page 45 pages. Available in PDF, EPUB and Kindle. Book excerpt: This book gives practical steps to financial freedom with a spiritual emphasis of putting God first. It reveals the root cause of debt, the importance of saving, and the most effective way to build wealth.
Book Synopsis The British National Bibliography by : Arthur James Wells
Download or read book The British National Bibliography written by Arthur James Wells and published by . This book was released on 2002 with total page 1896 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Book Synopsis God Owns It All - Bible Study Book by : Ron Blue
Download or read book God Owns It All - Bible Study Book written by Ron Blue and published by Lifeway Church Resources. This book was released on 2016-08 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: This 6-part Bible study tackles the common money question: How much is enough? The answer is found in God's Word. Ron Blue presents biblically based principles to address money management and financial planning with freedom, generosity, contentment, and confidence in all areas of our lives.--
Book Synopsis Money and the Gospel by : Waldean Wall
Download or read book Money and the Gospel written by Waldean Wall and published by . This book was released on 1918-06 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: This book will help you think through a Christian perspective on financial planning
Book Synopsis If God Was Your Financial Planner by : Suresh Sadagopan
Download or read book If God Was Your Financial Planner written by Suresh Sadagopan and published by . This book was released on 2023-09-14 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: About the Book FINANCIAL PLANNING MEETS DIVINE INTERVENTION TO GUIDE YOU TOWARDS A HOLISTIC LIFESTYLE. Everyone works for money, but the smart folk make money work for them. Financial planning meets divine intervention in a book that guides you towards that smarter life. Certified financial planner Suresh Sadagopan breaks down complicated investment and savings plans to illustrate how financial planning can be easy-even exciting. He weaves in the stories of his clients, both entertaining and illuminating, to bring these ideas to life in a compelling narrative. Sadagopan's financial planning is guided by Lord Krishna's precepts, a lens through which financial myths and mistakes become easier to see through. The lord even steps in to help Sadagopan with things like retirement planning, asset allocation and risk management, as he guides his clients Bala, Preeti, Kala and Anshuman through financial and life planning. These stories give way to Sadagopan's investigation of various aspects of financial planning, both monetary and otherwise. In each of these facets, he stresses on how closely finance is linked to other aspects of life, such as children's education or retirement planning. If God Was Your Financial Planner is a compelling argument for channelling a spiritual attitude to arrive at smart financial planning. About the Author Suresh Sadagopan is the founder of Ladder7 Financial Advisories, a fee-only financial planning and advisory firm. Ladder7 Financial Advisories is one of the most respected firms in the financial planning and advisory space in India. Suresh is registered as an Investment Adviser (RIA) with the Securities and Exchange Board of India (SEBI). He is an MMS, Certified Financial Planner (CFPCM), Chartered Trust and Estate Planner (CTEPTM) and a Registered Life Planner (RLP). Suresh is passionate about financial planning and has authored several articles and blogs about the same. He also speaks at public forums and appears on TV to educate and coach the public about personal finances, achieving financial freedom and creating wealth. In 2010, Suresh founded The Financial Planners' Guild, India (FPGI), was the founding President for about four years and is the currently the President. He was on the board of directors of Financial Planning Standards Board (FPSB) India-the Certified Financial Planner (CFP) certifying body in India-between 2013 and 2015. He was on the advisory board of the Network FP and FPGI. He is a founding member of the Association of Registered Investment Advisers (ARIA), Suresh has also served as the vice chairman in the past and continues to be on the board. Suresh was listed in the 101 Top Most Influential BFSI Leaders of the World BFSI Congress in 2020 and 2023.
Book Synopsis Money Came by the House the Other Day by : Robert W. Katz
Download or read book Money Came by the House the Other Day written by Robert W. Katz and published by . This book was released on 2006 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Now, more than ever, there is a true need for solid financial planning with a Christian theme. Money Came by the House the Other Day, in this updated and expanded edition provides guidance to any person or family looking to improve their current financial situation. Written by one of the nation's leading Christian CPA's, here is all you need to make short and long-term plans -- using principals found in the Bible.Bob teaches at churches and conferences, and has appeared on Christian television programs such as Enjoying Everyday Life with Joyce Meyer, This is Your Day with Benny Hinn, The 700 Club with Pat Robertson, Life Today with James Robison, and the Harvest Show.This book provides:* Straight forward, no nonsense financial guidance - with Biblical support* Easy-to-understand illustrations, income statements, balance sheets, and ways to overcome debt* Coverage of retirement, insurance, new home acquisition, stock market* Learn how tithing can become part of your personal and family planning strategy.Unlike any book ever written on financial planning from a Christian perspective.
Book Synopsis When the Word Meets the Wallet by : Maurice Miller, Jr.
Download or read book When the Word Meets the Wallet written by Maurice Miller, Jr. and published by When the Word Meets the Wallet. This book was released on 2018-12-17 with total page 258 pages. Available in PDF, EPUB and Kindle. Book excerpt: To some, it's simply paper. To others, it's a deciding factor between life and death. But, while many feel like their lives would be better if they simply had more money, the truth of the matter is that the amount of money one has is only half the battle.The other half is one's perception and thought process surrounding what money really is and its ultimate purpose.When the Word Meets the Wallet is a "financial bible," serving as a road map and financial GPS for those who want to experience the wealth and financial freedom God speaks of in His Word. Realizing that there is often a breakdown between the spiritual and the practical, When the Word Meets the Wallet awakens readers to the knowledge and wisdom that hope alone is not a plan. But one must plan, practically and financially. In this book, you will gain a greater level of understanding and application of:God's purpose for money How to honor God financially by creating, sustaining and transferring wealth The six key areas of financial planning Stocks, mutual funds and annuities The importance of working with financial planners and how to choose one that best fits your needsAnd more!Though written from a Christian viewpoint, anyone who desires to enhance their knowledge of wealth management will glean from this power-packed resource-catapulting them into a life of godly wealth and abundance!
Book Synopsis When the Word Meets the Wallet Study Guide by : Maurice Miller, Jr.
Download or read book When the Word Meets the Wallet Study Guide written by Maurice Miller, Jr. and published by . This book was released on 2020-05-05 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: To some, it's simply paper. To others, it's a deciding factor between life and death. But, while many feel like their lives would be better if they simply had more money, the truth of the matter is that the amount of money one has is only half the battle.The other half is one's perception and thought process surrounding what money really is and its ultimate purpose.When the Word Meets the Wallet is a "financial bible," serving as a road map and financial GPS for those who want to experience the wealth and financial freedom God speaks of in His Word. Realizing that there is often a breakdown between the spiritual and the practical, When the Word Meets the Wallet awakens readers to the knowledge and wisdom that hope alone is not a plan. But one must plan, practically and financially. In this book, you will gain a greater level of understanding and application of:God's purpose for money How to honor God financially by creating, sustaining and transferring wealth The six key areas of financial planning Stocks, mutual funds and annuities The importance of working with financial planners and how to choose one that best fits your needsAnd more!Though written from a Christian viewpoint, anyone who desires to enhance their knowledge of wealth management will glean from this power-packed resource-catapulting them into a life of godly wealth and abundance!
Book Synopsis Books In Print 2004-2005 by : Ed Bowker Staff
Download or read book Books In Print 2004-2005 written by Ed Bowker Staff and published by R. R. Bowker. This book was released on 2004 with total page 3274 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Book Synopsis Financial Freedom -- the S. I. M. P. L. E. Way by : R. Evans
Download or read book Financial Freedom -- the S. I. M. P. L. E. Way written by R. Evans and published by . This book was released on 2017-05-09 with total page 138 pages. Available in PDF, EPUB and Kindle. Book excerpt: FINANCIAL FREEDOM - The S.I.M.P.L.E. Way A Biblical Approach to Financial Planning Attention all Christians who want to become wealthy and retire comfortably! If you think financial planning is confusing, then this book by retired banker and former financial advisor, Ray Evans, is for you. He reveals how anyone can become wealthy and retire comfortably by following just six simple Biblical principles. You don't have to be a Christian or even believe in God to apply the Biblical principles contained in Financial Freedom - The S.I.M.P.L.E. Way. Anyone can become wealthy and retire comfortably. All it takes is desire and commitment...and someone to show you the way. There are no special prayers to recite...and no "Name it and Claim it" BS! Financial Freedom - The S.I.M.P.L.E. Way, is just that...SIMPLE! It's how the author went from $50,000 in debt and no savings, to $50,000 in savings and no debt...in less than 5 years (with a net worth today in excess of a half-million dollars) by following six simple precepts contained in the Bible. We make financial planning, like most things in life, much too complex. The road to wealth and poverty is not a series of twists and turns. It's not some dim-lit back road. It's a two-lane highway...and everyone is going one way or the other. All you need to do is grab hold of the six Biblical principles contained in Financial Freedom - The S.I.M.P.L.E. Way, and apply them. Here is wisdom: "It's not what you know that makes you successful, it's what you do." Whether it's health, wealth or happiness...God's Way, Works! Here's just a sample of what Ray Evans will cover for you in the pages of this inspirational, educational, and enlightening book: "FINANCIAL FREEDOM - The S.I.M.P.L.E. Way, A Biblical Approach To Financial Planning" The investment vehicle brokers won't tell you about How to retire a millionaire for just a hundred bucks a month A debt-reduction program that really works The "secret" that keeps the rich laughing all the way to the bank ... and much, MUCH More! Never before have you had such a unique opportunity to have an inspired PROVEN financial professional take you by the hand and explain not only how to get out of debt but also the simplest, easiest way to invest to become wealthy and retire comfortably! Financial freedom is right in front of you. All you need is instruction and encouragement from someone who has "been there and done that!" Get this book NOW and claim the Financial Freedom you want!
