Fee-Only Financial Planning: How to Make It Work for You John E Sestina

ISBN: 9780471436706

Published: February 28th 2002

ebook

256 pages


Description

Fee-Only Financial Planning: How to Make It Work for You  by  John E Sestina

Fee-Only Financial Planning: How to Make It Work for You by John E Sestina
February 28th 2002 | ebook | PDF, EPUB, FB2, DjVu, audiobook, mp3, RTF | 256 pages | ISBN: 9780471436706 | 5.75 Mb

J.K. Lasser Pro(TM) Before You Plan, Consult J.K.LasserInnovative Planning That Benefits Professionals and ClientsWhat does it take to be a successful fee-only financial planner? According to John Sestina, acclaimed father of fee-only financialMoreJ.K.

Lasser Pro(TM) Before You Plan, Consult J.K.LasserInnovative Planning That Benefits Professionals and ClientsWhat does it take to be a successful fee-only financial planner? According to John Sestina, acclaimed father of fee-only financial planning, the only special qualifications are a genuine desire to help people, an ability to listen, and a commitment to lifelong learning.Fee-Only Financial Planning introduces financial planners to the newest, fastest-growing niche in the financial planning field-fee for service rather than commission-based planning.

Fee-only planning is attractive to the growing number of clients who want to avoid the long-term payments, lack of objectivity, limited choices, or conflict of interest that can occur with a commission-based payment structure.In his comprehensive how-to guide and easy-to-use reference, John Sestina provides in-depth coverage of the financial planning field. He covers such topics as:* The advantages and disadvantages of fee-only planning for both client and planner* Making the transition from commission-based to fee-based planning* Building a profitable practice with varied client bases* Tailoring to your own work style the system Sestina developed over 35 years of successful private practice* Developing and maintaining productive client relationships For professionals wondering whether fee-only financial planning is in their future, or for anyone in financial services who wants to stay current, Fee-Only Financial Planning is an eye-opening introduction to one of the financial worlds freshest, richest entrepreneurial careers.



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