"If this book had been around when I started in the business, it would have saved me years of hard knocks. This is 'must reading' for those who want to get profitable sooner and have a sound financial planning business. It has the three Es: Essential, Educational, and Entertaining."
-Katherine Vessenes, JD, CFP, President, Vestment Consulting, and nationally recognized authority on practice management and the legal and ethical issues facing financial advisors.
Finally together in one place, a comprehensive step-by-step process to launching a career as a financial planner.
Here is everything you need to know -- from getting the right credentials to getting the right clients. Over the next few decades, billions of dollars will be changing hands as millions of Baby Boomers retire. Learn how you can play an important role in ensuring the financial health of future generations.
So You Want to Be a Financial Planner
Tells you what credentials you need
Shows you where to find the best schools for licensing and registration
Clearly Defines how commission and fee-only planners differ
Provides a planner’s “toolbox” of hardware, software and Internet sites
Cuts through the maze of regulatory red tape
Gives you proven marketing techniques to jump-start your practice
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The Print Version (8.5" x 11" paperback) includes an immediate free download of the book. Click on the button above, and you will be directed to a secure page where you can purchase my book in print format and it will be shipped to you. The cost from this web site is $40.00 including shipping (plus 8.75% sales tax for California residents).
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The regular cover price for the download is $35.00. The regular price for the print version is $55.00 (plus 8.75% sales tax for California residents).