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Fee-Only Financial Planning: How to Make It Work for You

Fee-Only Financial Planning: How to Make It Work for You

          
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About the Book

J.K. Lasser Pro(TM) 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.


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Product Details
  • ISBN-13: 9780471388081
  • Publisher: John Wiley & Sons, Inc.
  • Publisher Imprint: John Wiley & Sons, Inc.
  • Height: 229 mm
  • No of Pages: 256
  • Series Title: J. K. Lasser Pro
  • Sub Title: How to Make It Work for You
  • Width: 152 mm
  • ISBN-10: 0471388084
  • Publisher Date: 15 Dec 2000
  • Binding: Hardback
  • Language: English
  • Returnable: Y
  • Spine Width: 19 mm
  • Weight: 548 gr


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