Rattiner's Secrets of Financial Planning

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.

JEFFREY H. RATTINER, CPA, CFP^®, 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^® educational program, Rattiner's Financial Planning Fast Tr^ack©.

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

This item is eligible for free returns within 30 days of delivery. See our returns policy for further details.