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.