Год издания: 2005
В продаже с 18.01.2012
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Book DescriptionThis book was written for practicing financial planners, aspiring financial planners and those searching for a comprehensive financial planning model. Excluding the first chapter, the book is designed as a reference book. There are numerous products, services and ideas organized in an efficient sequence that mirrors a model described in chapter one. There are lists of useful website?s, rules of thumb, worksheets, and examples to expedite the financial planning process. The book also describes techniques for operating a financial planning practice. Sample contracts, internal work programs, client questionnaire, and a filing system are included. What you will not find are verbose descriptions of how someone should feel about money, I just assume we all want more and we want to keep it secure.