{"product_id":"9781119594277","title":"Rattiner's Secrets of Financial Planning From Running Your Practice to Optimizing Your Client's Experience","description":"\u003ch1\u003eRattiner's Secrets of Financial Planning\u003c\/h1\u003e\u003ch2\u003eFrom Running Your Practice to Optimizing Your Client's Experience\u003c\/h2\u003e\u003ch3\u003eJeffrey H. Rattiner\u003c\/h3\u003e\u003cdiv\u003e\u003cb\u003eBusiness \u0026amp; Economics \/ Personal Finance \/ General\u003c\/b\u003e\u003c\/div\u003e\u003cbr\u003e\u003cdiv\u003e\n\u003cp\u003e\u003cb\u003eLearn what it takes to be a success from the ‘all-stars’ of the financial planning and advisory profession\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eFinancial 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. \u003ci\u003eRattiner's Secrets of Financial Planning \u003c\/i\u003egives industry professionals the opportunity to hear and learn from ‘the best of the best’ in the field.\u003c\/p\u003e \u003cp\u003eAuthor 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:\u003c\/p\u003e \u003cul\u003e \u003cli\u003eOffers CFPs and financial advisors proven advice and practical methods to take their practice to the next level\u003c\/li\u003e \u003cli\u003eIncludes contributions from and interviews with the leading advisors in the profession\u003c\/li\u003e \u003cli\u003eProvides templates taken from the practices of high-level financial advisors\u003c\/li\u003e \u003cli\u003eExplains the key ingredients for building a superior financial planning practice\u003c\/li\u003e \u003cli\u003eHelps develop successful financial planners and strengthen profitable practices\u003c\/li\u003e \u003c\/ul\u003e \u003cp\u003e\u003ci\u003eRattiner's Secrets of Financial Planning: From Running Your Practice to Optimizing Your Client's Experience \u003c\/i\u003eis an important resource for CFPs, CPAs, financial advisors, financial planners, and high-level corporate executives working in the financial services industry.\u003c\/p\u003e\n\u003c\/div\u003e\u003cdiv\u003e  \u003cp\u003e\u003cb\u003eJEFFREY H. RATTINER, CPA, CFP\u003csup\u003e®\u003c\/sup\u003e, MBA,\u003c\/b\u003e 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\u003csup\u003e®\u003c\/sup\u003e educational program, \u003ci\u003eRattiner's Financial Planning Fast Tr\u003csup\u003ea\u003c\/sup\u003eck©.\u003c\/i\u003e \u003c\/p\u003e\n\u003c\/div\u003e\u003cbr\u003e\u003ctable\u003e\n\u003ctr\u003e\n\u003ctd\u003ePublication Date: \u003c\/td\u003e\n\u003ctd\u003e06 October 2020\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003ePublisher: \u003c\/td\u003e\n\u003ctd\u003eWiley\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eImprint: \u003c\/td\u003e\n\u003ctd\u003eWiley\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eISBN-13: \u003c\/td\u003e\n\u003ctd\u003e9781119594277\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eFormat: \u003c\/td\u003e\n\u003ctd\u003eHardback\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003ePage Count: \u003c\/td\u003e\n\u003ctd\u003e384\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eWeight (oz): \u003c\/td\u003e\n\u003ctd\u003e21.6\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003c\/table\u003e","brand":"Wiley","offers":[{"title":"Default Title","offer_id":44384461914252,"sku":"9781119594277","price":54.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0710\/9545\/1788\/files\/9781119594277_5408956a-0a8f-40dc-b1e4-fa5ff9165e94.jpg?v=1780283744","url":"https:\/\/lateknightbooks.com\/products\/9781119594277","provider":"Late Knight Books and Services, LLC","version":"1.0","type":"link"}