Additional information
by Jeffrey H. Rattiner (Author)
Learn what it takes to be a success from the 'all-stars' of the financial planning and advisory profession
Financial planning involves everything from determining the client's financial position, cash flow, and investment strategies, to income tax planning, risk management, insurance, and retirement and estate planning. Financial planners and advisors are responsible for recommendations and decisions that help people define and achieve their financial goals. Rattiner's Secrets of Financial Planning gives industry professionals the opportunity to hear and learn from 'the best of the best' in the field.
Author Jeffrey H. Rattiner, a respected leader in Certified Financial Planning (CFP), shares real-world insights and expert advice from hundreds of top-level advisors in the financial planning industry. Readers gain firsthand knowledge of the challenges these successful planners have faced and how they continue to build their practices and reap success in a dynamic financial environment. This comprehensive resource includes templates based on what the best CFPs use in their practices for work programs, data quantification reports, asset allocation model portfolios, pro forma statements, and checklists for each technical financial planning discipline. Designed specifically for industry professionals, this in-depth book:
- Offers CFPs and financial advisors proven advice and practical methods to take their practice to the next level
- Includes contributions from and interviews with the leading advisors in the profession
- Provides templates taken from the practices of high-level financial advisors
- Explains the key ingredients for building a superior financial planning practice
- Helps develop successful financial planners and strengthen profitable practices
Rattiner's Secrets of Financial Planning: From Running Your Practice to Optimizing Your Client's Experience is an important resource for CFPs, CPAs, financial advisors, financial planners, and high-level corporate executives working in the financial services industry.
Front Jacket
Rattiner's Secrets of Financial Planning: From Running Your Practice to Optimizing Your Client's Experience provides readers with a practical, strategic, and technical approach to improving and growing their financial planning practice. Filled with the actionable and concrete advice distilled from the author's three decades of experience in the industry, this book reflects on his experiences over that time and how you can apply them to better serve your clients and your practice.
Rattiner's Secrets of Financial Planning begins with an insightful analysis of the current state of the financial planning profession. The author goes on to advise the reader on how to structure their practice to best serve their clients and how to develop a well-thought out personal financial plan.
The rest of the book is split into chapters that discuss the issues that arise when advising clients on specific and commonly encountered financial planning topics. Insurance, investing, income tax, retirement, and estate planning are all covered in illuminating detail. Finally, the book concludes with a chapter on niche financial planning topics that, while less common, deserve specific attention.
Peppered throughout the book are "Rattiner's Secrets," full of specific advice for situations that financial planners may encounter throughout the course of their careers. The author applies his decades of experience to these examples, showing readers how they can use problems and dilemmas to the advantage of their practice and their clients.
Perfect for anyone involved in the financial planning industry, as well as aspiring financial planners and students who have yet to enter the industry, this book belongs on the shelves of anyone who hopes to improve their financial planning practice and the lives of their clients.
Back Jacket
PRAISE FOR RATTINER'S SECRETS OF Financial Planning
"Being practical and proven are two foundations of a compelling advisor book, and this one has both! Throughout this insightful (and sometimes humorous) collection of best practices, Jeffrey Rattiner hands advisors a detailed recipe for success in building a modern-day practice designed to serve clients at the highest level. We need more wisdom--and advisors--like this to further our industry!" --RON CARSON, CEO and Founder, Carson Group
"Jeff Rattiner has a wealth of knowledge when it comes to financial planning. The profession is lucky that he shares his expertise both through his writing and fantastic teaching style. We are fortunate he has added another book to his armamentarium." --CAROLYN MCCLANAHAN, Founder, Life Planning Partners, Inc.
"For decades, Jeff Rattiner has been one of financial planning's most insightful commentators, most effective educators, and most productive convenors of the industry's thought leaders. Rattiner's Secrets of Financial Planning makes yet another important contribution to understanding the industry's past, present, and future. Even more importantly, it sets out pathways to success for practitioners and, especially, for their clients." --TIM KOCHIS, CEO, Kochis Global
"Jeff Rattiner is not only an expert on financial planning, he is an expert on financial planners. His ability to simplify complex issues is well respected, but he is most adept at discovering the things we may not be thinking about but should be." --ROSS LEVIN, CEO and Founder, Accredited Investors Wealth Management
"Jeff Rattiner has been an excellent resource and advocate for the financial planning profession for years. His newest book follows in this path as a resource of advice on key issues for financial planning success." --WADE D. PFAU, Professor of Retirement Income, The American College
Author Biography
JEFFREY H. RATTINER, CPA, CFP(R), MBA, is a renowned author, speaker, and educator with over 31 years of experience as a trainer, mentor, industry liaison, tax professional, and financial planner. He is the recipient of numerous financial planning industry awards and is a leading innovator on financial planning educational programs. He is best known as the "lively and entertaining instructor" through his nationally acclaimed CFP(R) educational program, Rattiner's Financial Planning Fast Track(c).
