getAbstract Summary: Get the key points from this book in less than 10 minutes.

How can you plan other people's financial futures without a firm grip on your own professional plan? If you are trained and ready with the know-how and skills to be a financial planner, but could use some help getting your professional practice together, here's the book you need. Author Jeffrey H. Rattiner guides you through the basics of setting up your business. While he doesn't teach you how to be a financial planner – that would be an entirely different book – he does cover everything else you need to open your office, including an explanation of the education and certification process in the U.S. He shows you how to create a business and marketing plan, how to deal with clients and understand their needs, how to comply with regulations and how to protect yourself legally. His book is filled with useful lists and charts; getAbstract was particularly impressed with his excellent resource section. Fledgling financial planners, line up here.

Book Publisher:

Bloomberg Press