Documents disponibles escrits per aquest autor

Getting started as a financial planner / Jeffrey H. Rattiner (cop. 2000)

Públic ISBD Títol : Getting started as a financial planner Tipus de document : text imprès Autors : Jeffrey H. Rattiner, Autor Editorial : Princeton : Bloomberg Press Data de publicació : cop. 2000 Col·lecció : Bloomberg professional library Nombre de pàgines : xiii, 315 p. Dimensions : 24 cm ISBN/ISSN/DL : 978-1-576-60035-1 Nota general : Inclou índex i bibliografia Idioma : Anglès (eng) Matèries : Assessorament financer Paraules clau : Financial planning Classificació : 75(FIN) Financial Planning Resum : 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. Vista prèvia a Google Books : http://books.google.es/books?id=3Uj9t8MhvssC&lpg=PP1&hl=es&pg=PP1#v=onepage&q&f=false Permalink : https://bibliotecatriasfargas.cat/pmb/opac_css/index.php?lvl=notice_display&id=1 Getting started as a financial planner [text imprès] / Jeffrey H. Rattiner, Autor . - Princeton : Bloomberg Press, cop. 2000 . - xiii, 315 p. ; 24 cm. - (Bloomberg professional library) . ISBN : 978-1-576-60035-1 Inclou índex i bibliografia Idioma : Anglès (eng) Matèries : Assessorament financer Paraules clau : Financial planning Classificació : 75(FIN) Financial Planning Resum : 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. Vista prèvia a Google Books : http://books.google.es/books?id=3Uj9t8MhvssC&lpg=PP1&hl=es&pg=PP1#v=onepage&q&f=false Permalink : https://bibliotecatriasfargas.cat/pmb/opac_css/index.php?lvl=notice_display&id=1

Exemplars

Codi de barres	Signatura topogràfica	Tipus de document	Localització	Secció	Estat	Volum	Nota
10111114	75(FIN) Rat	Llibre	Biblioteca IEF Ramon Trias Fargas	Biblioteca	Disponible Disponible

Rattiner's financial planner's bible / Jeffrey H. Rattiner (cop. 2002)

Públic ISBD Títol : Rattiner's financial planner's bible : the advisor's advisor Tipus de document : text imprès Autors : Jeffrey H. Rattiner, Autor Editorial : Hoboken : John Wiley & Sons Data de publicació : cop. 2002 Nombre de pàgines : xix, 292 p. Dimensions : 24 cm ISBN/ISSN/DL : 978-0-471-22034-3 Nota general : Inclou índex i bibliografia Idioma : Anglès (eng) Matèries : Assessorament financer Paraules clau : Financial planning Classificació : 75(FIN) Financial Planning Resum : 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. 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. Vista prèvia a Google Books : http://books.google.es/books?id=cD6yLhJytWAC&lpg=PP1&hl=es&pg=PP1#v=onepage&q&f=false Permalink : https://bibliotecatriasfargas.cat/pmb/opac_css/index.php?lvl=notice_display&id=1 Rattiner's financial planner's bible : the advisor's advisor [text imprès] / Jeffrey H. Rattiner, Autor . - Hoboken : John Wiley & Sons, cop. 2002 . - xix, 292 p. ; 24 cm. ISBN : 978-0-471-22034-3 Inclou índex i bibliografia Idioma : Anglès (eng) Matèries : Assessorament financer Paraules clau : Financial planning Classificació : 75(FIN) Financial Planning Resum : 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. 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. Vista prèvia a Google Books : http://books.google.es/books?id=cD6yLhJytWAC&lpg=PP1&hl=es&pg=PP1#v=onepage&q&f=false Permalink : https://bibliotecatriasfargas.cat/pmb/opac_css/index.php?lvl=notice_display&id=1

Exemplars

Codi de barres	Signatura topogràfica	Tipus de document	Localització	Secció	Estat	Volum	Nota
10112752	75(FIN) Rat	Llibre	Biblioteca IEF Ramon Trias Fargas	Biblioteca	Disponible Disponible
10111113	75(FIN) Rat	Llibre	Biblioteca IEF Ramon Trias Fargas	Biblioteca	Disponible Disponible