"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.

 
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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.
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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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Click on the button above, and you will be directed to a secure page where you can purchase my book in electronic format for immediate download over the Internet. The cost from this web site is $25.00 and there is no sales tax or shipping to pay. Viewing the electronic download requires Adobe Acrobat Reader, which you can download for free. Click on the link at the bottom of this page.
 

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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 applicable sales tax for California residents).


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