Plus, a Financial
Planner can easily be a terrific and prosperous home business.
Check out our Financial Planner Resources
to get you started in the Financial Planner Business / Financial
Consultant Business.
A financial planner
helps their clients understand the big picture - the "financial
right now" and the "financial future".. A qualified
financial planner helps clients sort through their current
financial situation, helps them set short and long term goals
and objectives, then present a financial blue print designed
to show the client how they can meet their goals while staying
within their means. A Financial Planner might also suggest
to their clients investment planning.
If this sounds like something
you would enjoy here are some excellent resources to get you
started.
Resources
to Get You Started
- Getting
Started as a Financial Planner
- Insights on how and why you must develop a solid understanding
of client needs to build a comprehensive financial plan.
Getting Started as a Financial Planner has everything
you need to launch your career in financial planning and
how to guide you to success in this high-growth profession.
- Getting
Started in Financial Consulting
- How can I be sure that financial consulting is right for
my personality? What kinds of training and skills do I need
to succeed, and how do I get them? What special licenses
or certification are required? How do I find clients and
build lasting relationships with them? With the help of
first-person accounts from successful financial consultants
from across the country, expert Edward J. Stone provides
complete answers to these and all your questions concerning:
- Acquiring and honing
key skills, including the all-important "people"
skills
- Organizing and structuring
your business
- Indispensable software
tools
- Services you can offer
clients and why you should specialize
- Marketing your services,
targeting clients, and building a solid core clientele
- Why you should become
certified and how to go about it
- Profiling clients and
drawing up formal financial plans
- Dealing with state and
federal regulations
- Contracts and key legal
considerations
- Surviving in a down
market
- How
to Become A Successful Financial Consultant
- Jim Ainsworth is an extremely successful financial planning
professional with more than 30 years in the business. In
How to Become a Successful Financial Consultant, he tells
you everything you need to know to move into financial consulting.
He familiarizes you with all the types of planning that
financial consultants deal with, as well as the various
investment vehicles. And, based on his own experiences and
those of other successful financial consultants across the
nation, he supplies you with a proven blueprint for success.
- So
You Want to be a Financial Planner : Your Guide to a New
Career
- Finally, together in one place, a comprehensive step-by-step
process for launching your career as a financial planner.
Here is everything you need to know - from getting the right
credentials to getting the right clients. Over the next
few decades, billions of dollars will be changing hands
as millions of Baby Boomers retire. Learn how you can play
an important role in ensuring the financial health of future
generations.
- Best
Practices for Financial Advisors
- Rowland aims here at those who provide fianancial advice
or manage other people's money, i.e., "fiduciaries."
He explains where to get the best training, which groups
and conferences are valuable for networking, how to handle
the press, how to market the services, and how best to charge
for services. She gathered this information in teleconference
calls with 55 of the field's best practitioners. It is not
enough to be expert in the complex fields involved; the
ideal planner/adviser looks at clients holistically, tries
to determine their risk tolerance, and avoids conflicts
of interest.
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