Description
Book SynopsisEverything you need to know to succeed in today''s fastest growingsector of the consulting market.
Jim Ainsworth is an extremely successful financial planningprofessional with more than 30 years in the business. In How toBecome a Successful Financial Consultant, he tells you everythingyou need to know to move into financial consulting. He familiarizesyou with all the types of planning that financial consultants dealwith, as well as the various investment vehicles. And, based on hisown experiences and those of other successful financial consultantsacross the nation, he supplies you with a proven blueprint forsuccess. You get expert advice, guidance, and insiders'' tips on howto:
* Get the education, experience, and licensing you need to qualify.
* Get certified (and whether you need to).
* Develop a surefire success plan.
* Set up a practice and attract clients.
* Network, market, and sell your services.
* Set fees and collect other forms of compensation
Table of ContentsThe Forces Creating Demand for Financial Planning.
What Does a Financial Planner Do?
Who Is Providing Financial Planning Today?
How Consultants Select and Manage Investments.
Meeting the Basic Requirements for Entry into FinancialPlanning.
Getting Connected to the Profession.
Building a Solid Financial Planning Practice.
How Financial Planners Get Paid.
Discoveries about People and Their Money.
Financial Planning 2015 and a Few Final Words.
Appendices.
Index.
