How to open & operate a financially successful personal financial planning business


作者:by Peg Stomierowski and Kristie Lorette


出版社:Atlantic Publishing Group, Inc.

出版地:Ocala, Fla.


ISBN:978-1-60138-751-6 ; 1-60138-751-2

附註:Includes index.

Millions of Americans every year have troubles with their finances. They turn to experts in droves, asking for help in filing their taxes, consolidating their debt, or just planning how they will pay their bills and invest their retirement funds. For anyone looking to become a financial planner, there is a huge amount of room open to step into the industry and start providing your expertise and services to individuals across the board of American finances.

  • Cover(p.navPoint-1)
  • Title(p.navPoint-2)
  • Copyright(p.navPoint-3)
  • Humane(p.navPoint-4)
  • Table of Contents(p.navPoint-5)
  • Foreword(p.navPoint-6)
  • Introduction(p.navPoint-7)
  • Chapter 1: The Changing Role of Financial Planners(p.navPoint-8)
  • Chapter 2: Evaluating Your Strengths and Finding Your Niche(p.navPoint-9)
  • Chapter 3: Setting Up Your Business(p.navPoint-10)
  • Chapter 4: Writing a Business Plan(p.navPoint-11)
  • Chapter 5: Financing and Insuring Your Business(p.navPoint-12)
  • Chapter 6: Finding a Location and Setting Up Your Office(p.navPoint-13)
  • Chapter 7: Pricing, Payment, and Managing Costs(p.navPoint-14)
  • Chapter 8: Marketing Your Financial Planning Business(p.navPoint-15)
  • Chapter 9: Winning and Retaining Clients(p.navPoint-16)
  • Chapter 10: Hiring Employees and Office Support Services(p.navPoint-17)
  • Conclusion(p.navPoint-18)
  • Appendix A: What is Your Preference?(p.navPoint-19)
  • Appendix B: Sample Articles of Organization(p.navPoint-20)
  • Appendix C: Insurance Checklist(p.navPoint-21)
  • Appendix D: Sample Client Intake Forms(p.navPoint-22)
  • Appendix E: Sample Financial Planning Agreement(p.navPoint-23)
  • Appendix F: Sample Client Questionnaire(p.navPoint-24)
  • Appendix G: Sample Expense Sheet(p.navPoint-25)
  • Appendix H: Sample Adviser Registration(p.navPoint-26)
  • Glossary(p.navPoint-27)
  • Useful Websites(p.navPoint-28)
  • Bibliography(p.navPoint-29)
  • Author Information(p.navPoint-30)