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Rattiner's secrets of financial plan...

Rattiner, Jeffrey H., (1960-)

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Rattiner's secrets of financial planning = from running your practice to optimizing your client's experience /

紀錄類型:	書目-電子資源 : Monograph/item
正題名/作者:	Rattiner's secrets of financial planning/ Jeffrey H. Rattiner.
其他題名:	from running your practice to optimizing your client's experience /
作者:	Rattiner, Jeffrey H.,
出版者:	Hoboken, NJ :John Wiley & Sons, : c2021.,
面頁冊數:	1 online resource (xxix, 354 p.)
附註:	Includes index.
內容註:	Today's Financial Planning Profession -- How to Structure Your Practice -- Developing a Well-Thought-Out Personal Financial Plan -- Dispensing Advice on Cash Flow Management and Budgeting Concerns -- Dispensing Advice on Insurance -- Dispensing Advice on Investing -- Dispensing Advice on Income Tax -- Dispensing Advice on Retirement Planning -- Dispensing Advice on Estate Planning -- Dispensing Advice on Niche Planning.
標題:	Financial planners. -
電子資源:	https://onlinelibrary.wiley.com/doi/book/10.1002/9781119594314
ISBN:	9781119594314

Rattiner's secrets of financial planning = from running your practice to optimizing your client's experience /
Rattiner, Jeffrey H.,1960-

Rattiner's secrets of financial planningfrom running your practice to optimizing your client's experience /[electronic resource] :Jeffrey H. Rattiner. - 1st ed. - Hoboken, NJ :John Wiley & Sons,c2021. - 1 online resource (xxix, 354 p.)

Includes index.

Today's Financial Planning Profession -- How to Structure Your Practice -- Developing a Well-Thought-Out Personal Financial Plan -- Dispensing Advice on Cash Flow Management and Budgeting Concerns -- Dispensing Advice on Insurance -- Dispensing Advice on Investing -- Dispensing Advice on Income Tax -- Dispensing Advice on Retirement Planning -- Dispensing Advice on Estate Planning -- Dispensing Advice on Niche Planning.

"Financial planning is a process that leads to recommendations and decisions that help people achieve their financial goals. Planning applies to determining the client's financial position and cash flow, income tax planning, risk management, insurance, retirement planning, investment planning and estate planning"--

ISBN: 9781119594314Subjects--Topical Terms:

668980
Financial planners.

LC Class. No.: HG179.5 / .R387 2021

Dewey Class. No.: 332.0240068

Rattiner's secrets of financial planning = from running your practice to optimizing your client's experience /
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020 $a 9781119594291 $q (electronic bk.)
020 $a 9781119594260 $q (electronic bk.)
020 $z 9781119594277 $q (hbk.)
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050 0 4 $a HG179.5 $b .R387 2021
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100 1 $a Rattiner, Jeffrey H., $d 1960- $3 840723
245 1 0 $a Rattiner's secrets of financial planning $h [electronic resource] : $b from running your practice to optimizing your client's experience / $c Jeffrey H. Rattiner.
250 $a 1st ed.
260 $a Hoboken, NJ : $b John Wiley & Sons, $c c2021.
300 $a 1 online resource (xxix, 354 p.)
500 $a Includes index.
505 1 $a Today's Financial Planning Profession -- How to Structure Your Practice -- Developing a Well-Thought-Out Personal Financial Plan -- Dispensing Advice on Cash Flow Management and Budgeting Concerns -- Dispensing Advice on Insurance -- Dispensing Advice on Investing -- Dispensing Advice on Income Tax -- Dispensing Advice on Retirement Planning -- Dispensing Advice on Estate Planning -- Dispensing Advice on Niche Planning.
520 $a "Financial planning is a process that leads to recommendations and decisions that help people achieve their financial goals. Planning applies to determining the client's financial position and cash flow, income tax planning, risk management, insurance, retirement planning, investment planning and estate planning"-- $c Provided by publisher.
588 $a Description based on print version record.
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650 0 $a Investment advisors. $3 770318
650 0 $a Investments $x Planning. $3 3512840
650 0 $a Finance, Personal. $3 651744
856 4 0 $u https://onlinelibrary.wiley.com/doi/book/10.1002/9781119594314