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|Material Type:||Internet resource|
|Document Type:||Book, Internet Resource|
|All Authors / Contributors:||
Jim H Ainsworth
|Description:||ix, 221 pages ; 24 cm|
|Contents:||The forces creating demand for financial planning --
What does a financial planner do? --
Who is providing financial planning today? --
How consultants select and manage investments --
Meeting the basic requirements for entry into financial planning --
Getting connected to the profession --
Building a solid financial planning practice --
How financial planners get paid --
Discoveries about people and their money --
Financial planning 2015 and a few final words --
|Responsibility:||Jim H. Ainsworth.|
Ainsworth then cuts to the chase and provides the nuts-and-bolts information you need to make it a financial adviser. Writing in a down-to-earth style, he tells you what type of education and experience you need to become an effective financial consultant, how to become licensed, how to get started in business, how to set fees and receive compensation, how to market your services and promote different financial instruments, and much more. He shows you how to develop a surefire success plan, and he supplies expert advice and guidance on how to avoid the top 10 beginners' mistakes.
Throughout this book, Ainsworth advocates taking a holistic approach to financial planning - one that takes into consideration not just people's differing needs, but their contrasting attitudes about money and investments. To that end, he provides insightful profiles of the different types of "money personalities" in the financial world and shows you how to identify and successfully work with each type. How to Become a Successful Financial Consultant is your complete guide to making it in today's fastest growing sector of the consulting market.