Getting.Started.As.a.Financial.Planner.Rev.and.Updated.Ed.eBook-YYePG.pdf

P RAISE FOR THE N EW E DITION OF

Getting Started as a Financial Planner

by Jeffrey H. Rattiner

“Jeff Rattiner has been intimately involved with the development

of the financial planning profession for nearly twenty years as

a planner, teacher, author, and educational innovator. For any-

one who is serious about entering financial planning as a first or

new career, Getting Started as a Financial Planner provides great

insight from someone who can really say he’s been there and done

that. It’s a must-read. ”

marvin w. tuttle, jr., cae

Executive Director/CEO

Financial Planning Association

“ Getting Started as a Financial Planner is a must-read for any pro-

fessional interested in a career in financial planning. As one of

the industry’s most respected teachers and practitioners, Jeff’s

book is packed with useful insights that every newcomer needs to

be successful .”

john whelan

Publisher

Financial Planning

P RAISE FOR THE F IRST E DITION

“When asked to recommend books for new advisers, we often

suggest Getting Started as a Financial Planner .”

Investment Advisor

“ A must-read for emerging financial planners. ”

Advisor Today

“For anyone entering the profession or transitioning to financial

planning from a related field, Getting Started as a Financial Planner

is well worth reading . Experienced planners who never seem to

find the time to do practice planning should also benefit.”

horsesmouth.com

“Right now, many people want to get into the field of financial

planning but may not know how. Jeff’s easy-to-read, comprehen-

sive primer is an excellent tool for those looking to get started in the

profession and highlights the client-centered approach that is crucial

to the success of any financial planning practice. ”

robert p. goss, j.d., ph.d., cfp

Former President and CEO

Certified Financial Planner Board of Standards

“Thinking of becoming a financial planner or adding the

planning discipline to your current professional practice? Jeff

Rattiner has written the perfect cookbook for those who want to enter

the financial planning profession. His book is chockful of winning

recipes that will undoubtedly help newcomers create truly successful

financial planning practices. ”

deena katz, cfp

President, Evensky & Katz

Author of Deena Katz’s Tools and Templates for Your Practice

and Deena Katz on Practice Management

“If you truly want to serve your clients successfully, then you owe

it to yourself and your clients to read this book. It’s a step-by-step

guide that will help your clients achieve their financial dreams. ”

john bowen

President and CEO

CEG Worldwide

“I wish this book had been available when I started in financial

planning. The book manages to integrate how to be a finan-

cial planner with the academics of financial planning. The

step-by-step, programmed approach can serve as a daily guide.

Mr. Rattiner’s extensive experience as a teacher, resource person,

and planner gives a perspective lacking in today’s curriculum. ”

steven i. levey, cpa/pfs

Managing Director

GHP Horwath, P.C.

“Jeff Rattiner has done outstanding work with this new book.

Practitioners, both new and veteran, can now have a terrific road map

to use to chart their success in the financial planning business. ”

jim cannon

President

SunAmerica Securities, Inc.

“I’m impressed. Jeff has done it! This book gives hands-on advice

in a logical fashion on creating, marketing, and managing a financial

planning firm .”

phyllis bernstein, cpa/pfs

Former Director, Personal Financial Planning Division, AICPA

Author of Financial Planning for CPAs

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