skip to content
How to become a successful financial consultant : making a living investing other people's money Preview this item
ClosePreview this item
Checking...

How to become a successful financial consultant : making a living investing other people's money

Author: Jim H Ainsworth
Publisher: New York : John Wiley & Sons, ©1997.
Edition/Format:   Print book : English
Database:WorldCat
Summary:
Drawing on his personal experiences and those of colleagues across North America, Aisnworth covers all the bases. He begins by describing the three major groups of financial planners and the seven different styles of asset management and helps you to decide which is right for you. You find out all about the various types of financial planning that most consultants deal with - including estate planning, retirement
Rating:

(not yet rated) 0 with reviews - Be the first.

Subjects
More like this

 

Find a copy in the library

&AllPage.SpinnerRetrieving; Finding libraries that hold this item...

Details

Material Type: Internet resource
Document Type: Book, Internet Resource
All Authors / Contributors: Jim H Ainsworth
ISBN: 0471155616 9780471155614
OCLC Number: 34514923
Notes: Includes index.
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 --
Appendices --
Index.
Responsibility: Jim H. Ainsworth.
More information:

Abstract:

Drawing on his personal experiences and those of colleagues across North America, Aisnworth covers all the bases. He begins by describing the three major groups of financial planners and the seven different styles of asset management and helps you to decide which is right for you. You find out all about the various types of financial planning that most consultants deal with - including estate planning, retirement planning, and family financial planning - and the best investment vehicles currently available.

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.

Reviews

User-contributed reviews
Retrieving GoodReads reviews...
Retrieving DOGObooks reviews...

Tags

Be the first.
Confirm this request

You may have already requested this item. Please select Ok if you would like to proceed with this request anyway.

Linked Data


Primary Entity

<http://www.worldcat.org/oclc/34514923> # How to become a successful financial consultant : making a living investing other people's money
    a schema:Book, schema:CreativeWork ;
   library:oclcnum "34514923" ;
   library:placeOfPublication <http://dbpedia.org/resource/New_York_City> ; # New York
   library:placeOfPublication <http://id.loc.gov/vocabulary/countries/nyu> ;
   schema:about <http://id.worldcat.org/fast/1204155> ; # United States.
   schema:about <http://experiment.worldcat.org/entity/work/data/39515691#Topic/planning> ; # Planning
   schema:about <http://id.worldcat.org/fast/924738> ; # Financial services industry
   schema:about <http://dewey.info/class/332.602373/e21/> ;
   schema:about <http://id.loc.gov/authorities/subjects/sh97007286> ; # Financial planners--United States
   schema:about <http://id.loc.gov/authorities/subjects/sh2008103759> ; # Financial services industry--United States
   schema:about <http://experiment.worldcat.org/entity/work/data/39515691#Topic/financiele_hulpverlening> ; # Financiële hulpverlening
   schema:about <http://id.worldcat.org/fast/924719> ; # Financial planners
   schema:bookFormat bgn:PrintBook ;
   schema:copyrightYear "1997" ;
   schema:creator <http://viaf.org/viaf/36141572> ; # Jim H. Ainsworth
   schema:datePublished "1997" ;
   schema:description "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."@en ;
   schema:description "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."@en ;
   schema:description "Drawing on his personal experiences and those of colleagues across North America, Aisnworth covers all the bases. He begins by describing the three major groups of financial planners and the seven different styles of asset management and helps you to decide which is right for you. You find out all about the various types of financial planning that most consultants deal with - including estate planning, retirement planning, and family financial planning - and the best investment vehicles currently available."@en ;
   schema:description "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 -- Appendices -- Index."@en ;
   schema:exampleOfWork <http://worldcat.org/entity/work/id/39515691> ;
   schema:inLanguage "en" ;
   schema:name "How to become a successful financial consultant : making a living investing other people's money"@en ;
   schema:productID "34514923" ;
   schema:publication <http://www.worldcat.org/title/-/oclc/34514923#PublicationEvent/new_york_john_wiley_&_sons_1997> ;
   schema:publisher <http://experiment.worldcat.org/entity/work/data/39515691#Agent/john_wiley_&_sons> ; # John Wiley & Sons
   schema:url <http://catdir.loc.gov/catdir/toc/onix04/96016259.html> ;
   schema:workExample <http://worldcat.org/isbn/9780471155614> ;
   umbel:isLike <http://bnb.data.bl.uk/id/resource/GB9719042> ;
   wdrs:describedby <http://www.worldcat.org/title/-/oclc/34514923> ;
    .


Related Entities

<http://dbpedia.org/resource/New_York_City> # New York
    a schema:Place ;
   schema:name "New York" ;
    .

<http://experiment.worldcat.org/entity/work/data/39515691#Agent/john_wiley_&_sons> # John Wiley & Sons
    a bgn:Agent ;
   schema:name "John Wiley & Sons" ;
    .

<http://experiment.worldcat.org/entity/work/data/39515691#Topic/financiele_hulpverlening> # Financiële hulpverlening
    a schema:Intangible ;
   schema:name "Financiële hulpverlening"@en ;
    .

<http://id.loc.gov/authorities/subjects/sh2008103759> # Financial services industry--United States
    a schema:Intangible ;
   schema:name "Financial services industry--United States"@en ;
    .

<http://id.loc.gov/authorities/subjects/sh97007286> # Financial planners--United States
    a schema:Intangible ;
   schema:name "Financial planners--United States"@en ;
    .

<http://id.worldcat.org/fast/1204155> # United States.
    a schema:Place ;
   schema:name "United States." ;
    .

<http://id.worldcat.org/fast/924719> # Financial planners
    a schema:Intangible ;
   schema:name "Financial planners"@en ;
    .

<http://id.worldcat.org/fast/924738> # Financial services industry
    a schema:Intangible ;
   schema:name "Financial services industry"@en ;
    .

<http://viaf.org/viaf/36141572> # Jim H. Ainsworth
    a schema:Person ;
   schema:familyName "Ainsworth" ;
   schema:givenName "Jim H." ;
   schema:name "Jim H. Ainsworth" ;
    .

<http://worldcat.org/isbn/9780471155614>
    a schema:ProductModel ;
   schema:isbn "0471155616" ;
   schema:isbn "9780471155614" ;
    .

<http://www.worldcat.org/title/-/oclc/34514923>
    a genont:InformationResource, genont:ContentTypeGenericResource ;
   schema:about <http://www.worldcat.org/oclc/34514923> ; # How to become a successful financial consultant : making a living investing other people's money
   schema:dateModified "2016-05-12" ;
   void:inDataset <http://purl.oclc.org/dataset/WorldCat> ;
    .


Content-negotiable representations

Close Window

Please sign in to WorldCat 

Don't have an account? You can easily create a free account.