There has never been more opportunity for financial planners-or more reasons for financial professionals to consider switch-ing the direction of their careers into this lucrative field. Today's planners will cash in on the huge surge of baby boomers prepar-ing for retirement in the decades ahead and on the chance to help direct the disposition of unprecedented wealth created in the digital age.

In this valuable guide, Jeffrey H. Rattiner, a practicing financial planner and educator, share his strategies for building a successful practice. Rattiner's approach is to provide a complete, a systematic “ turnkey “ framework for the aspiring planner to fol-low. Starting from from the key question “ Why do you want to be a financial planner?” the author guides you through the preparation of a business and marketing plan to choos-ing the right legal structure and comprnsa-tion model through the development of an effective infrastructure and client manage-ment system for your practice. The many essential concepts in between are clearly illustrated with examples from practicing professionals. Throughout this bandbook Rattiner provides personal insights on how and why you must develop a solid under-standing of client needs to build a compre-hensive financial plan

Getting Started as a Financial Planner has everything you need to know to launch your career in financial planning and to guide you to success in this high-growth profession.

 

JEFFREY H. RATTINER, CPA, CFP, is president of JR Financial Group, Inc., a financial advisory firm serving consumers and corporate clients. Formerly the director of Professional Development and Corporate Sponsorship for the Institute of Certified Financial Planners, he has also served as Director of Technical Standards of the CFP Board of Standards and as Technical Manager of the Personal financial Planning Division of the AICPA. An author of books, articles, and online education programs, Mr. Rattiner teaches college courses in finan-cial planning in Denver and routinely trains planners at companies nationwide. He lives in the Denver area.