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Fee-Only Financial Planning : How to Make It Work for You - John E. Sestina

Fee-Only Financial Planning

How to Make It Work for You

Hardcover Published: 15th December 2000
ISBN: 9780471388081
Number Of Pages: 256

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J.K. Lasser Pro(TM) Before You Plan, Consult J.K.Lasser<br> <br> Innovative Planning That Benefits Professionals and Clients<br> <br> What does it take to be a successful fee-only financial planner? According to John Sestina, acclaimed "father of fee-only financial planning," the only special qualifications are a genuine desire to help people, an ability to listen, and a commitment to lifelong learning.<br> <br> Fee-Only Financial Planning introduces financial planners to the newest, fastest-growing niche in the financial planning field-fee for service rather than commission-based planning. Fee-only planning is attractive to the growing number of clients who want to avoid the long-term payments, lack of objectivity, limited choices, or conflict of interest that can occur with a commission-based payment structure.<br> <br> In his comprehensive how-to guide and easy-to-use reference, John Sestina provides in-depth coverage of the financial planning field. He covers such topics as:<br> * The advantages and disadvantages of fee-only planning for both client and planner<br> * Making the transition from commission-based to fee-based planning<br> * Building a profitable practice with varied client bases<br> * Tailoring to your own work style the system Sestina developed over 35 years of successful private practice<br> * Developing and maintaining productive client relationships<br> <br> <br> For professionals wondering whether fee-only financial planning is in their future, or for anyone in financial services who wants to stay current, Fee-Only Financial Planning is an eye-opening introduction to one of the financial world's freshest, richest entrepreneurial careers.



Overview of Financial Planning.

Advantages of Fee-Only Planning.

Disadvantages of Fee-Only Planning.

Making the Transition.

Succeeding with the Small Client.

Establishing a System.

Developing Client Relationships.

How to Market and Survive in a Fee-Only Practice.

Structuring Your Office for Maximum Productivity.

Bringing in a Partner.


Appendix A: Confidential Questionnaire.

Appendix B: Second Set of Forms Needed.

Appendix C: Sample Worksheets.

Appendix D: Implementation Checklist.

Appendix E: Third Set of Forms Needed.

Appendix F: Client Master.


ISBN: 9780471388081
ISBN-10: 0471388084
Series: J. K. Lasser Pro
Audience: General
Format: Hardcover
Language: English
Number Of Pages: 256
Published: 15th December 2000
Country of Publication: US
Dimensions (cm): 22.86 x 15.24  x 1.91
Weight (kg): 0.54
Edition Number: 1

Earn 211 Qantas Points
on this Book