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Goed
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eBay-objectnummer:126280896349
Laatst bijgewerkt op 02 mei 2024 00:53:17 CESTAlle herzieningen bekijkenAlle herzieningen bekijken

Specificaties

Objectstaat
Goed: Een boek dat is gelezen, maar zich in goede staat bevindt. De kaft is zeer minimaal beschadigd ...
ISBN
9780471388081
Book Title
Fee-Only Financial Planning : How to Make It Work for You
Item Length
9.3in
Publisher
Wiley & Sons, Incorporated, John
Publication Year
2000
Format
Hardcover
Language
English
Item Height
0.9in
Author
John E. Sestina
Genre
Business & Economics
Topic
Industries / Financial Services, Personal Finance / General
Item Width
6in
Item Weight
18.6 Oz
Number of Pages
256 Pages

Over dit product

Product Information

J.K. Lasser Pro Before You Plan, Consult J.K.Lasser Innovative Planning That Benefits Professionals and Clients What does it take to be a successful fee-only financial planner? According to John Sestina, acclaimed "father of fee-only financial planning," the only special qualifications are a genuine desire to help people, an ability to listen, and a commitment to lifelong learning. Fee-Only Financial Planning introduces financial planners to the newest, fastest-growing niche in the financial planning field fee for service rather than commission-based planning. Fee-only planning is attractive to the growing number of clients who want to avoid the long-term payments, lack of objectivity, limited choices, or conflict of interest that can occur with a commission-based payment structure. In his comprehensive how-to guide and easy-to-use reference, John Sestina provides in-depth coverage of the financial planning field. He covers such topics as: The advantages and disadvantages of fee-only planning for both client and planner Making the transition from commission-based to fee-based planning Building a profitable practice with varied client bases Tailoring to your own work style the system Sestina developed over 35 years of successful private practice Developing and maintaining productive client relationships For professionals wondering whether fee-only financial planning is in their future, or for anyone in financial services who wants to stay current, Fee-Only Financial Planning is an eye-opening introduction to one of the financial world's freshest, richest entrepreneurial careers.

Product Identifiers

Publisher
Wiley & Sons, Incorporated, John
ISBN-10
0471388084
ISBN-13
9780471388081
eBay Product ID (ePID)
1782092

Product Key Features

Book Title
Fee-Only Financial Planning : How to Make It Work for You
Author
John E. Sestina
Format
Hardcover
Language
English
Topic
Industries / Financial Services, Personal Finance / General
Publication Year
2000
Genre
Business & Economics
Number of Pages
256 Pages

Dimensions

Item Length
9.3in
Item Height
0.9in
Item Width
6in
Item Weight
18.6 Oz

Additional Product Features

Series Volume Number
1
Lc Classification Number
Hg179.S47 2001
Table of Content
Preface. Acknowledgments. Overview of Financial Planning. Advantages of Fee-Only Planning. Disadvantages of Fee-Only Planning. Making the Transition. Succeeding with the Small Client. Establishing a System. Developing Client Relationships. How to Market and Survive in a Fee-Only Practice. Structuring Your Office for Maximum Productivity. Bringing in a Partner. Fees. Appendix A: Confidential Questionnaire. Appendix B: Second Set of Forms Needed. Appendix C: Sample Worksheets. Appendix D: Implementation Checklist. Appendix E: Third Set of Forms Needed. Appendix F: Client Master. Index.
Copyright Date
2001
Lccn
00-051377
Dewey Decimal
332.024
Intended Audience
Trade
Series
J. K. Lasser Pro Ser.
Dewey Edition
21
Illustrated
Yes

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