So You Want to Be a Financial Planner
Together in one place, a comprehensive step-by-step process to launching a career as a financial planner. Here is everything you need to know — from getting the right credentials to getting the right clients. Over the next few decades, billions of dollars will be changing hands as millions of Baby Boomers retire. Learn how you can play an important role in ensuring the financial health of future generations.
- Tells you what credentials you need
- Shows you where to find the best schools for licensing and registration
- Clearly defines how commission and fee-only planners differ
- Provides a planner’s “toolbox” of hardware, software and Internet sites
- Cuts through the maze of regulatory red tape
- Gives you proven marketing techniques to jump-start your practice
“If this book had been around when I started in the business, it would have saved me years of hard knocks. This is ‘must reading’ for those who want to get profitable sooner and have a sound financial planning business. It has the three Es: Essential, Educational, and Entertaining.”
-Katherine Vessenes, JD, CFP, President, Vestment Consulting, and nationally recognized authority on practice management and the legal and ethical issues facing financial advisors.
