Financial Planner

Monday, 27. September 2010

Financial Planner


Getting Started as a Financial Planner


Getting Started as a Financial Planner


$39.95


Jeffrey H. Rattiner, a practicing financial planner and educator, provides a complete, systematic framework for the aspiring planner to follow. Starting from the key question, Why do you want to be a financial planner? the author guides readers through the development of an effective infrastructure and client management system for a practice.Illustrated throughout with examples from practicing professionals.

Rattiner's Financial Planner's Bible


Rattiner’s Financial Planner’s Bible


$57.95


“Jeff Rattiner has found another way to help producers. This book is a must-have for financial advisors, especially those that aspire to be Million Dollar Producers.” -Thomas B. Gau, CPA, CFP President and CEO of Million Dollar Producer “Jeff Rattiner has done it again! His book displays all the essential tools and techniques necessary for advanced planners to succeed in this business. Rattiner’s easy-to-read style provides the best in marketing and practice management ideas. This book will help you if you have hit a dead end in your practice. Rattiner tells it like it is by providing a no-nonsense approach to truly taking your practice to the next level. A must-read for the serious financial advisor.” -Jim Cannon, President, SunAmerica Securities, Sentra Securities Corporation, and Spelman & Co., Inc. Financial planners provide a variety of services to an array of clients but lack a uniform system for creating a profitable business. Rattiner’s Financial Planner’s Bible: The Advisor’s Advisor collects best practices from the nation’s leading financial planners, presenting a prototype turnkey model for achieving financial success for both the client and the practice. Financial planning expert Jeffrey Rattiner emphasizes an ethical, practical approach to financial advising, placing paramount importance on “doing what’s best for the client.” Drawing on extensive interviews and his own experience, Rattiner delivers can’t-miss tips on marketing a financial planning practice, developing an infrastructure, crafting strategic alliances, assessing a business’s profitability, and creating the model twenty-first-century practice. This authoritative guide also covers: * Forming a planning advisory board * Establishing a realistic chain of command * Delegating responsibility * Making technology work for you * Charging clients appropriately Running a financial planning business need not be an exercise in trial and error. Rattiner’s Financial Planner’s Bible delivers a compelling model for advising success.

Financial Peace Planner


Financial Peace Planner


$17


“Get out of debt and stay out with the help of Dave Ramsey, recently seen by millions of Today Show viewers. His practical regimen, first set forth by The Financial Peace Planner, which will be published by Penguin in January 1998. Loaded with inspirational insights that come from personal experience, this set of books is the most valuable purchase a debt-ridden reader can make.”

The Financial Peace Planner


The Financial Peace Planner


$13.99


Get out of debt and stay out with the help of Dave Ramsey, recently seen by millions of Today Show viewers. His practical regimen, first set forth by The Financial Peace Planner, which will be published by Penguin in January 1998. Loaded with inspirational insights that come from personal experience, this set of books is the most valuable purchase a debt-ridden reader can make.

Financial+Planner


Canvas Tote Bag Beige  The Best Financial Planner Of The World  Occupations


Canvas Tote Bag Beige The Best Financial Planner Of The World Occupations


$9.99


This is a great tote bag. Very useful . Ideal for daily use and anytime ! . All TopExpressions products are made under strict quality controls. 100% canvas cotton….

Canvas Tote Bag Black  Future Financial Planner  Occupations


Canvas Tote Bag Black Future Financial Planner Occupations


$9.99


This is a great tote bag. Very useful . Ideal for daily use and anytime ! . All TopExpressions products are made under strict quality controls. 100% canvas cotton….

Canvas Tote Bag Black  Trust Me, I Am Financial Planner  Occupations


Canvas Tote Bag Black Trust Me, I Am Financial Planner Occupations


$9.99


This is a great tote bag. Very useful . Ideal for daily use and anytime ! . All TopExpressions products are made under strict quality controls. 100% canvas cotton….

Calculated Industries 9430 ScheduleCalc


Calculated Industries 9430 ScheduleCalc


$38.96


With ScheduleCalc working with calendar and time mathematics becomes a quick and simple job. It is ideal for schedulers, production planners, contract administrators or anyone with similar tasks that require accurate time and dates for schedules and…

Clever Ways to Save Cash When Printing Leaflets

Handing out leaflets is one of the best and effective methods of promoting a product or service. This method of advertising is perfect for small- to medium-scale enterprises (SME). However, since SMEs do not have the cash of big corporations, proper advertising can get buried in the plethora of expensive to-do’s.

That is why for SMEs, knowing how to spend and where to save is essential. Here are practical tips on saving money through cheap leaflet printing.

1. Design the leaflet personally
If you know how to utilize a graphics design computer program, then lay out the leaflet yourself instead of hiring someone else to do the task for you. A great bonus is that your design will be much closer to what you have envisioned rather than when you let someone else design your leaflet. There are excellent graphic design programs out there which you can learn and use. You don’t even have to enroll in a special course; cyberspace has millions of pages of instructions, tips, and tricks on using these software

2. Go green if feasible
Save a digital version of the leaflet you just made and upload it in your website and social networking accounts. Even better, you can include a downloadable, printable version. By effectively using the Internet and social media outlets, you significantly reduce the costs on advertising.

3. Make your leaflet smaller
If the essential information can fit in a quarter sheet of office paper, then don’t print full-sheet-sized leaflets. Use a quarter-sheet. Study your project-specific goals and work your way into the design to accomplish them.

4. Find someone to help you
There are companies and people who are willing to cost of printing you in exchange for advertising space. For example, if a printing company decides to shoulder half the cost, you can keep your end of the deal by including a “Printed by Company X” at the bottom of the leaflet.

For more information about digital cheap leaflets printing, check out Wales Print UK.



 10 minute guide to personal finance for newlyweds


10 minute guide to personal finance for newlyweds


$7.86


New – This is the one book all couples should read before they walk down the aisle. Certified financial planner Welch offers strategies for planning a wedding without breaking a budget and then guides newlyweds through the maze of setting up a winning financial program from establishing financial goals to buying insurance as husband and wife.

 2012 Field Guide to Estate Planning, Business Planning & Employee Benefits


2012 Field Guide to Estate Planning, Business Planning & Employee Benefits


$300.13


New – 2012 Field Guide to Estate Planning is the resource no agent, producer, manager, or financial planner should go without. It supplies the concepts, techniques, analysis, illustrations and authoritative guidance used in estate planning, business planning and employee benefits planning.

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