Overview

Financial 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. Rattiner's Secrets of Financial Planning gives industry professionals the opportunity to hear and learn from the best of the best in the field. Author 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. Listeners 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. Designed specifically for industry professionals, this in-depth book: offers CFPs and financial advisors proven advice and practical methods to take their practice to the next level; includes contributions from and interviews with the leading advisors in the profession; explains the key ingredients for building a superior financial planning practice; and helps develop successful financial planners and strengthen profitable practices.

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9798200568154

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Jeffrey H. Rattiner is a renowned author, speaker, and educator with over thirty-one 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 educational program, Rattiner's Financial Planning Fast Track. Gary Tiedemann is a Florida and New York-based narrator, but learned how to act in Chicago's improv, sketch-comedy, and theater scene. He came to audiobook narration after voicing countless commercials and videos over a twenty-year voice-over career. Gary has also appeared in hundreds of improv and sketch performances at Chicago's Annoyance Theatre, iO, The Second City, and in dozens of theater roles as a cofounder of The New Colony Theatre. When Gary is not in a booth, he is probably outside wondering if there is time to go camping.

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