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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.
Table of Contents
Chapter One: Why?
A brief overview of the industry and
thought-provoking questions potential financial
planners need to ask themselves before embarking upon
a career in the financial services industry.
Chapter Two: Back to School
The importance of the CFPTM
credential, finding the right school, how to study,
what to expect, sample questions from the
comprehensive test, where to go for help and the
importance of finding a mentor.
Chapter Three: Who’s the Boss?
From Wirehouses to Sole
Proprietorships, Broker/Dealers and Insurance
Companies: what to ask, what to avoid, and what it
takes to be on your own. Who can help and how to get
paid.
Chapter Four: The Dreaded Regulatory
Stuff
Keep out of trouble with the
many and various powers that be by correctly setting
up the practice, keeping proper records and playing by
the rules right from the beginning. Legal, compliance
and ethics authorities provide straightforward
pointers on how to run a responsible business.
Chapter Five: Setting Up Shop
The software, the hardware,
the network and other resources, plus tips on putting
a professional financial planning office together, and
a shopping list with start-up items. Advice from the
best on what’s needed to start. Dealing with clients
and staff, vendors and brokers, media and mentors.
Chapter Six: Marketing 101
Tips from those who have
been there and done that: The marketing tools that got
them started and what they wish they had done
differently. They know what works, and share their
expertise so new planners can jump-start their
careers.
Chapter Seven: From Plotter to
Planner in Less Than Five Years
Blow by blow narratives from planners who
have been in the industry five years or less, and how
they made the transition. First-hand accounts
detailing obstacles and triumphs encountered as new
practices were dreamed about, created and flourish in
today’s exciting financial planning community.
Chapter Eight: Get a Life!
Financial Planners tend to
be type “A” personalities (aka workaholics.) There are
lots of diverse activities planners can participate in
during the normal course of business, but it’s crucial
to keep balance. This chapter will explore ways to
keep that balance, in spite of 60-hour workweeks.
Rated 5-Stars by Amazon.com Peer
Reviews:
Best
book on the market, detailed, thorough and complete.,
April 21, 2002 Reviewer: Vivian Lee from
Toronto, Canada
Anyone who is interested in the career of a financial
planner should consider Nancy Langdon's book the most
complete resource. She covers every aspect of the
career--the good and the bad. This book isn't what
you'd expect, it tells the truth.
What I like most about the book is
the "sensitive financial planning" ethic and how
financial planners differ from brokers.
This book sees the career of
financial planning exactly as it is...you will be able
to assess financial institutions for what they really
are rather than relying on just their marketing
tactics when deciding on which company is best for
you.
I highly recommend this book for
anyone who is interested in financial planning--no
other book comes close!
Best book I have read on the
subject!, January 31, 2002
Reviewer: cally533 from North Andover, MA
United States
By far the best book I have read on getting started in
the industry. Other books may explain the procedures
for financial planning once in practice, but none that
I have read really get down to the process to get you
started. With easy to follow steps, checklists, links,
and real life examples, this is truly the best book
out there for those looking to get into the financial
planning profession.
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