Fee-Only Financial Planning : How to Make It Work for You (J.K. Lasser Pro.)
- Book Review,
by John E. Sestina
Book Description
J.K. Lasser Pro™ Before You Plan, Consult J.K.Lasser Innovative Planning That Benefits Professionals and Clients What does it take to be a successful fee-only financial planner? According to John Sestina, acclaimed "father of fee-only financial planning," the only special qualifications are a genuine desire to help people, an ability to listen, and a commitment to lifelong learning. Fee-Only Financial Planning introduces financial planners to the newest, fastest-growing niche in the financial planning field–fee for service rather than commission-based planning. Fee-only planning is attractive to the growing number of clients who want to avoid the long-term payments, lack of objectivity, limited choices, or conflict of interest that can occur with a commission-based payment structure. In his comprehensive how-to guide and easy-to-use reference, John Sestina provides in-depth coverage of the financial planning field. He covers such topics as: The advantages and disadvantages of fee-only planning for both client and planner Making the transition from commission-based to fee-based planning Building a profitable practice with varied client bases Tailoring to your own work style the system Sestina developed over 35 years of successful private practice Developing and maintaining productive client relationships For professionals wondering whether fee-only financial planning is in their future, or for anyone in financial services who wants to stay current, Fee-Only Financial Planning is an eye-opening introduction to one of the financial world’s freshest, richest entrepreneurial careers.
From the Inside Flap
Fee-Only Financial Planning Once available only to the very wealthy, professional financial planning is now essential to anyone who wants to make the most of his or her assets. The rapidly growing number of clients who request fee-only financial planning–rather than commission-based planning–has made fee-only planning the fastest growing segment in the entire financial services industry. This book is the definitive high-tech guide to establishing a profitable practice in this enormous, untapped market. Fee-Only Financial Planning offers a wealth of resources for financial planners looking to make the successful transition to fee-only planning. Whether the goal is starting or expanding a practice, attracting clients, or setting appropriate fees, Fee-Only Financial Planning offers an unbeatable combination of practical how-to guide and easy-to-use reference. In this clear, comprehensive text, author John Sestina, long acknowledged as the father of fee-only financial planning, provides an overview of the skills and values necessary for success, and the advantages–and disadvantages–of fee-only planning for both planner and client. You’ll learn how to make the transition from "commission-based" to "fee-only," how to market yourself, how to structure your office for maximum productivity, and how to bring in a partner. Fee-Only Financial Planning also includes: Six key questions for the would-be planner Information on developing credentials, systematizing your workflow, and qualifying clients Appendices including samples of a client questionnaire, documentation checklist, cash flow forecast, and personal goal summary Examples of forms, including those for insurance, power of attorney, liabilities, and real estate interests If you’re currently a financial planner wondering how to upgrade, or are simply curious about the latest financial trends, you can apply the knowledge from Fee-Only Financial Planning. It may be some of the most rewarding work you ever do.
From the Back Cover
J.K. Lasser Pro™ Before You Plan, Consult J.K.Lasser Innovative Planning That Benefits Professionals and Clients What does it take to be a successful fee-only financial planner? According to John Sestina, acclaimed "father of fee-only financial planning," the only special qualifications are a genuine desire to help people, an ability to listen, and a commitment to lifelong learning. Fee-Only Financial Planning introduces financial planners to the newest, fastest-growing niche in the financial planning field–fee for service rather than commission-based planning. Fee-only planning is attractive to the growing number of clients who want to avoid the long-term payments, lack of objectivity, limited choices, or conflict of interest that can occur with a commission-based payment structure. In his comprehensive how-to guide and easy-to-use reference, John Sestina provides in-depth coverage of the financial planning field. He covers such topics as: The advantages and disadvantages of fee-only planning for both client and planner Making the transition from commission-based to fee-based planning Building a profitable practice with varied client bases Tailoring to your own work style the system Sestina developed over 35 years of successful private practice Developing and maintaining productive client relationships For professionals wondering whether fee-only financial planning is in their future, or for anyone in financial services who wants to stay current, Fee-Only Financial Planning is an eye-opening introduction to one of the financial world’s freshest, richest entrepreneurial careers.
About the Author
JOHN E. SESTINA, CFP, ChFC, a financial planner in private practice since 1965, is nationally recognized as the father of fee-only financial planning. A popular speaker, he cofounded the National Association of Personal Financial Advisors and its predecessor, the Society of Independent Financial Advisors. Mr. Sestina is President of John E. Sestina and Company and creator of The Sestina Network of Fee-Only Financial Planning Professionals.
Buy from Amazon
Compare Prices
|
|
Home
