A Playbook for a Successful Financial Planning Career: Getting the Job Done and Building Solid Client Relationships

This publication is devoted to the financial planning process from the point of view of the practitioner. The needed background qualifications, licenses, technical training, and sales development initiatives are all discussed. These factors are then melded together with the steps involved in developing a robust, "stick- to-the-ribs" client base. To be successful in the financial planning profession, a combination of sales skills and the ability to transmit semi-complex technical information...