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Learn what it takes to be a success from the ‘all-stars’ of the financial planning and advisory profession Financial planning involves everything from determining the client's financial position, cash flow, and investment strategies, to income tax planning, risk management, insurance, and retirement and estate planning. Financial planners and advisors are responsible for recommendations and decisions that help people define and achieve their financial goals. Rattiner's Secrets of Financial Planning gives industry professionals the opportunity to hear and learn from ‘the best of the best’ in the field. Author Jeffrey H. Rattiner, a respected leader in Certified Financial Planning (CFP), shares real-world insights and expert advice from hundreds of top-level advisors in the financial planning industry. Readers gain firsthand knowledge of the challenges these successful planners have faced and how they continue to build their practices and reap success in a dynamic financial environment. This comprehensive resource includes templates based on what the best CFPs use in their practices for work programs, data quantification reports, asset allocation model portfolios, pro forma statements, and checklists for each technical financial planning discipline. Designed specifically for industry professionals, this in-depth book: Offers CFPs and financial advisors proven advice and practical methods to take their practice to the next level Includes contributions from and interviews with the leading advisors in the profession Provides templates taken from the practices of high-level financial advisors Explains the key ingredients for building a superior financial planning practice Helps develop successful financial planners and strengthen profitable practices Rattiner's Secrets of Financial Planning: From Running Your Practice to Optimizing Your Client's Experience is an important resource for CFPs, CPAs, financial advisors, financial planners, and high-level corporate executives working in the financial services industry.
Learn what it takes to be a success from the ‘all-stars’ of the financial planning and advisory profession Financial planning involves everything from determining the client's financial position, cash flow, and investment strategies, to income tax planning, risk management, insurance, and retirement and estate planning. Financial planners and advisors are responsible for recommendations and decisions that help people define and achieve their financial goals. Rattiner's Secrets of Financial Planning gives industry professionals the opportunity to hear and learn from ‘the best of the best’ in the field. Author Jeffrey H. Rattiner, a respected leader in Certified Financial Planning (CFP), shares real-world insights and expert advice from hundreds of top-level advisors in the financial planning industry. Readers gain firsthand knowledge of the challenges these successful planners have faced and how they continue to build their practices and reap success in a dynamic financial environment. This comprehensive resource includes templates based on what the best CFPs use in their practices for work programs, data quantification reports, asset allocation model portfolios, pro forma statements, and checklists for each technical financial planning discipline. Designed specifically for industry professionals, this in-depth book: Offers CFPs and financial advisors proven advice and practical methods to take their practice to the next level Includes contributions from and interviews with the leading advisors in the profession Provides templates taken from the practices of high-level financial advisors Explains the key ingredients for building a superior financial planning practice Helps develop successful financial planners and strengthen profitable practices Rattiner's Secrets of Financial Planning: From Running Your Practice to Optimizing Your Client's Experience is an important resource for CFPs, CPAs, financial advisors, financial planners, and high-level corporate executives working in the financial services industry.
Published around the world, this book has become an undisputed classic in the field of motivational literature. Inspired by Andrew Carnegie, it has been cited by many as the "calling card" that propelled countless numbers to fame and fortune and is the standard against which all other motivational material is measured. Think and Grow Rich and The Think and Grow Rich Action Pack have single-handedly changed the lives of millions of men, women and young adults and produced a legacy of achievement that includes many of today's and yesterday's leaders in business, government and civic organizations. "I knew Napoleon Hill in 1922 when I was a student in Salem College in the town of my birth. Mr. Hill came to our campus as the commencement speaker that year. As I listened to him, I heard something other than the words he spoke. I felt the substance—the wisdom—and the spirit of a man and his philosophy. Mr. Hill said "the most powerful instrument we have in our hand is the power of the mind.' Napoleon Hill compiled this philosophy of American achievement for the benefit of all people. I strongly commend this philosophy to you for achievement and service in your chosen field." —Senator Jennings Randolph, West Virginia
Exploring the Human Element of Financial Planning Communication Essentials for Financial Planners tackles the counseling side of practice to help financial planners build more productive client relationships. CFP Board’s third book and first in the Financial Planning Series, Communication Essentials will help you learn how to relate to clients on a more fundamental level, and go beyond "hearing" their words to really listen and ultimately respond to what they're saying. Expert coverage of body language, active listening, linguistic signals, and more, all based upon academic theory. There is also an accompanied set of videos that showcase both good and bad communication and counseling within a financial planning context. By merging written and experiential learning supplemented by practice assignments, this book provides an ideal resource for any client-facing financial professional as well as any student on their pathway to CFP® certification. Counseling is a central part of a financial planner's practice, and attention to interpersonal communication goes a long way toward progressing in the field; this guide provides practical instruction on the proven techniques that make a good financial planner great. Build client relationships based on honesty and trust Learn to read body language and the words not spoken Master the art of active listening to help your clients feel heard Tailor your communications to suit the individual client's needs The modern financial planning practice is more than just mathematics and statistical analysis—at its heart, it is based on trust, communication, and commitment. While interpersonal skills have always been a critical ingredient for success, only recently has this aspect been given the weight it deserves with its incorporation into the certification process. Communication Essentials for Financial Planners provides gold-standard guidance for certification and beyond.
"Troy Waugh—'the rainmakers' rainmaker'—has provided a well-designed blueprint for selling professional services that skillfully draws upon his more than thirty years in the field. This practical, highly focused guide to the selling process can help our firms achieve sales successes measured not only by effort but also by bottom-line results." —Howard B. Allenberg, vice chairman and CIO, BDO Seidman, LLP Finally, peerless focus on how to break into all aspects of the selling process and the currents of relationship and buyer development. Learn how to build your personal and firm business more successfully. Covers the process of relationship and buyer development. Provides proven strategies from hundreds of the world's successful firms. Order your copy today!
Praise for Mind Over Matter Why Intellectual capital is tHe Chief Source of Wealth "Ron Baker has written another great book on the thoughts and theories on intellectual capital.As usual, he has an awesome depth of content, knowledge, and thought. A great read." --Reed Holden, founder, Holden Advisors Corp., www.holdenadvisors.com, and coauthor, The Strategy and Tactics of Pricing and Pricing with Confidence: 10 Ways to Stop Leaving Money on the Table "At a time when the virtues that made America great--individualism, hard work, and free trade--are openly debated by well-meaning politicians, Ron Baker gives us Mind Over Matter. It is a story detailing the triumph of human spirit, imagination, and creativity. Ron tells us what the 'knowledge economy' really means. He gives a prescription for transforming human and intellectual capital into the foundation for sustainable prosperity. Mind Over Matter is a provocative book deserving of a thoughtful read. It is a timeless message to be treasured for generations." --Robert G. Cross, Chairman and CEO, Revenue Analytics, Inc., www.revenueanalytics.com "Ron Baker is an absolute master at challenging the 'physical fallacy,' e.g., the basis on which we assign value to businesses by focusing on tangible rather than intangible assets. This book builds on his previous books and helps the reader understand how critical intellectual capital is to the key to success in the twenty-first century. Ron pulls from the greatest business thinkers and economists,?from Drucker to Karl Sveiby as well as current company success stories to fund his rich gold mine of proof. The biggest benefit of the book is to change the paradigm of those who are the passive keepers of the 'books.' This is a must-read for anybody who wants to flourish in the age of intellectual capital." --Sheila Kessler, PhD, President, Competitive Edge, www.CompetitiveEdge.com "This book helps us understand some of the origins and sources that have led Ron Baker to the many contributions he has made to our understanding of good practice in running professional businesses." --David Maister, author and leading consultant to professional firmswww.davidmaister.com "Reading Ron Baker's book was the only delightful incident that robbed my sleep on the flight to Frankfurt today. It was sheer pleasure--I must have entertained or annoyed fellow passengers with repeated nodding and several exclamations. Baker has a terrific style that captures my mind while he entertains and educates by showing lines of connection between authors, incidents, and theories that I have never seen before. He hardly uses the 'You have to do this and that' approach, which I despise in most business books. I sum it up in two words: outstanding stuff!" --Friedrich Blase, Kerma Partners, www.kermapartners.com "This is a wonderful read for anyone who wants to explore the power of constructive thinking. In Mind Over Matter, Ron examines the power of creative thought over the conventional wisdom that you must make a tangible product for wealth to be created. The opening chapter sets a wonderful stage for the book, which develops the power of the new business equation and the underlying theory of the various types of intellectual capital. This is a must-read book for every business leader." --Peter Byers, Chartered Accountant, Byers & Co. Ltd, New Zealand "Peter Drucker coined the term knowledge worker a half century ago. We are all still only beginning to fully comprehend the implications. In Mind Over Matter, Ron Baker has switched on a beacon for us to follow. If we have the courage to embrace the concepts Ron posits, perhaps it will be less than another half century before we begin to reap the rewards as individuals and as
Bring your financial planning to life by bringing life to your financial planning. Life-Centered Financial Planning: How to Deliver Value That Will Never Be Undervalued shows financial planners and advisors how to radically improve the service they provide to their clients by tying their decisions and strategies to their clients’ life events, stages, and goals. Written by distinguished financial professionals Mitch Anthony and Paul Armson, Life-Centered Financial Planning provides readers with practical advice and concrete strategies to revolutionize their organization and client service by: · Focusing on what matters most to clients, rather than maximizing assets under management or pushing products · Understanding that a strong financial plan means more than simply accumulating as much money as possible · Building a business model that is good for everyone involved: the financial advisor, clients, and the organization · Moving from being a commodity to being your client's trusted advisor The book is perfect for any financial planner or advisor who wishes to adapt to the radical redefinition of financial services taking place today.
This new guide presents a new model for helping clients achieve balanced and healthy financial lives- called integrated financial planning. It combines the interior, emotional aspects of finance with exterior financial knowledge and provides the advisor with an expanded set of tools for working with clients to create and maintain financial health. Facilitating Financial Health integrates the fields of psychotherapy, coaching, and financial planning, equipping financial professionals with techniques to enhance their effectiveness by working with both the exterior and interior aspects of a client s financial health. Integrated financial planning encourages you to think beyond the traditional boundaries of your practice and to serve clients far more effectively. Includes a "Decision Tree" with guidelines for deciding when it is appropriate for planners to work with client's interior issues themselves and when it is appropriate to refer clients to or partner with coaches or therapists. Praise for Facilitating Financial Health "This is an essential handbook written by some of the most experienced and eloquent experts in the new field of Integrated Financial Planning. Reading Facilitating Financial Health is like taking a multi-day workshop with master facilitators. Each chapter contains fresh insights into client challenges and practical how-to s for facilitating positive change." Susan Bradley, CFP Founder of the Sudden Money Institute "Facilitating Financial Health provides the knowledge, tools, and guidelines needed to be a catalyst of positive change. I highly recommend this book." Carol Anderson, M.S. Founder and President, Money Quotient "Facilitating Financial Health is a book to help the helpers financial professionals, debt counselors, life coaches and psychotherapists to help their clients." Richard Trachtman, Ph.D. Director, MORE Services for MOney & RElationships "If you want to help clients overcome destructive financial habits and dysfunctional belief systems, then this book will be an invaluable resource. A must read for all change agents!" David B. Yeske, CFP Past President, Financial Planning Association "This is a must read for any professional helping a client on a life or money issue, as these issues are so intertwined." Hugh Massie Author of Financial DNA: Discover Your Unique Financial Personality for a Quality Life "No financial planner, money coach, debt counselor, or money therapist should be without this valuable resource." April Lane Benson, Ph.D. Founder, Stopping Overshopping, LLC "Klontz, Kahler, and Klontz, regarded as pioneers in the field of money matters, offer us long overdue insights into helping our clients understand and change their self-destructive money behaviors. Courtney Pullen, M.A., LPC CEO, Pullen Consulting "An exciting exploration of the interface between two dynamic fields finance and psychology." Pat DeLeon, Ph.D., J.D. Former President, American Psychological Association