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Book Categories |
| Preface | ix | |
| Chapter 1 | The New World of Financial Planning | 1 |
| Chapter 2 | Foundations of a Financial Planning Career | 19 |
| Chapter 3 | Developing a Client Management System | 53 |
| Chapter 4 | The Spectrum of Financial Planning | 91 |
| Chapter 5 | Compliance and Legal Issues | 155 |
| Chapter 6 | Building the Practice Infrastructure | 183 |
| Chapter 7 | Marketing Your Practice | 215 |
| Chapter 8 | The Art of Client Communication | 245 |
| Chapter 9 | Resources and Training | 269 |
| Appendix | 287 | |
| Index | 302 |
| Price | Condition | Delivery | Seller | Action |
| $99.99 | Digital |
| WonderClub |
Terrance Kerrigan
reviewed Getting Started as a Financial Planner on July 17, 2016
Getting Started as a Financial Planner
I purchased the original book in 2008 just when I was entering this field of work.
This 'revised' edition has very little to add to the original book, but is still a very good compilation.
There are some heroes of old and some who still hold their sway post the 2008/09 mayhem. A must read for people who like understanding the motivations of HF managers and an insight into their personalities.
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