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

"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 plann...

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Bibliographic Details
Main Author: Rattiner, Jeffrey H.
Format: eBook
Language:English
Published: Hoboken, New Jersey John Wiley & Sons, Inc. 2021
Subjects:
Investment Advisors / Http://id.loc.gov/authorities/subjects/sh85067705
Financial Planners / Http://id.loc.gov/authorities/subjects/sh86000185
Investment Counsels / Aat
Finance, Personal / Fast
Investment Advisors / Fast
Investments / Planning / Fast
Conseillers En Placements
Investments / Planning
Finance, Personal / Http://id.loc.gov/authorities/subjects/sh85048263
Investissements / Planification
Planificateurs Financiers
Financial Planners / Fast
Online Access:
Collection: O'Reilly - Collection details see MPG.ReNa
Description
Summary:"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"--
Item Description:Includes index
Physical Description:xxix, 354 pages
ISBN:9781119594260
1119594316
9781119594291
111959426X
1119594294
9781119594314

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