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Financial planning expert Jeffrey Rattiner emphasizes an ethical, practical approach to financial advising, ...
Financial planning expert Jeffrey Rattiner emphasizes an ethical, practical approach to financial advising, placing paramount importance on "doing what's best for the client."
|1||Rattiner on the State of the Financial Services Industry||1|
|2||The Practical Effect (An Internal Focus): 25 Ideas to Generate a Stable Business||19|
|3||The Nifty Fifty: 50 Ideas About Marketing||75|
|4||External Forces: Controlling Your Own Destiny (The Baker's Dozen of Leveraged Activities)||131|
|5||Financial Planning Opportunities Using Form 1040||147|
|6||Quantifying Your Practice||207|
|7||The Model Financial Planning Practice||241|
|8||Resources (Keeping in Tune with the Industry)||267|
|9||The Twenty-First Century Practice the Way I'd Like to See It||285|