Rattiner's Secrets of Financial Planning: From Running Your Practice to Optimizing Your Client's Experience

  • 14h 17m 6s
  • Jeffrey H. Rattiner
  • Gildan Media
  • 2021

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. Listeners 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. 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; explains the key ingredients for building a superior financial planning practice; and helps develop successful financial planners and strengthen profitable practices.

In this Audiobook

  • Chapter 1 - Today's Financial Planning Profession
  • Chapter 2 - How to Structure Your Practice
  • Chapter 3 - Developing a Well-Thought-Out Personal Financial Plan
  • Chapter 4 - Dispensing Advice on Cash Flow Management and Budgeting Concerns
  • Chapter 5 - Dispensing Advice on Insurance
  • Chapter 6 - Dispensing Advice on Investing
  • Chapter 7 - Dispensing Advice on Income Tax
  • Chapter 8 - Dispensing Advice on Retirement Planning
  • Chapter 9 - Dispensing Advice on Estate Planning
  • Chapter 10 - Dispensing Advice on Niche Planning