John E. Sestina

Fee-Only Financial Planning (eBook, PDF)

How to Make It Work for You

• Format: PDF

Produktbeschreibung

J.K. Lasser Pro(TM) 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 financialplanning," the only special qualifications are a genuine desire tohelp people, an ability to listen, and a commitment to lifelonglearning. Fee-Only Financial Planning introduces financial planners to thenewest, fastest-growing niche in the financial planning field-feefor service rather than commission-based planning. Fee-onlyplanning is attractive to the growing number of clients who want toavoid the long-term payments, lack of objectivity, limited choices,or conflict of interest that can occur with a commission-basedpayment structure. In his comprehensive how-to guide and easy-to-use reference, JohnSestina provides in-depth coverage of the financial planning field.He covers such topics as: * The advantages and disadvantages of fee-only planning for bothclient and planner * Making the transition from commission-based to fee-basedplanning * Building a profitable practice with varied client bases * Tailoring to your own work style the system Sestina developedover 35 years of successful private practice * Developing and maintaining productive client relationships For professionals wondering whether fee-only financial planning isin their future, or for anyone in financial services who wants tostay current, Fee-Only Financial Planning is an eye-openingintroduction to one of the financial world's freshest, richestentrepreneurial careers.

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Produktdetails

• Verlag: John Wiley & Sons
• Seitenzahl: 256
• Erscheinungstermin: 28. Februar 2002
• Englisch
• ISBN-13: 9780471436706
• Artikelnr.: 38215811

Autorenporträt

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.

Inhaltsangabe

Preface.

Acknowledgments.

Overview of Financial Planning.

Advantages of Fee-Only Planning.

Disadvantages of Fee-Only Planning.

Making the Transition.

Succeeding with the Small Client.

Establishing a System.

Developing Client Relationships.

How to Market and Survive in a Fee-Only Practice.

Structuring Your Office for Maximum Productivity.

Bringing in a Partner.

Fees.

Appendix A: Confidential Questionnaire.

Appendix B: Second Set of Forms Needed.

Appendix C: Sample Worksheets.

Appendix D: Implementation Checklist.

Appendix E: Third Set of Forms Needed.

Appendix F: Client Master.

Index.