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Getting Started in Financial Consulting : Getting Started In..... - Edward J. Stone

Getting Started in Financial Consulting

Getting Started In.....

Paperback Published: 13th April 2000
ISBN: 9780471348146
Number Of Pages: 304

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Comprehensive Coverage<br> Completely Up-to-date!<br> <br> A detailed road map for getting started as an independent financial consultant<br> <br> Each year, thousands of people from all walks of life leave the security of their nine-to-five jobs to pursue careers as independent financial consultants. For a great many of them, the experience is financially and personally rewarding beyond their expectations. If you, too, are thinking about taking the big leap into becoming a financial consultant, but you aren't sure how to go about it, this book is for you.<br> <br> 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:<br> * Acquiring and honing key skills, including the all-important "people" skills<br> * Organizing and structuring your business<br> * Indispensable software tools<br> * Services you can offer clients and why you should specialize<br> * Marketing your services, targeting clients, and building a solid core clientele<br> * Why you should become certified and how to go about it<br> * Profiling clients and drawing up formal financial plans<br> * Dealing with state and federal regulations<br> * Contracts and key legal considerations<br> * Surviving in a down market

Skills and Training.

Investment Adviser or Personal Financial Planner?

Setting Up Your Practice.

Services to Offer.

Specialized Niches.

Contracts and Others Legal Considerations.

Tools of the Trade.

Building a Clientele.

Should You Sell Products?... And Other Ethical Issues.

Other Income Sources.

Surviving in a "Down" Market.



ISBN: 9780471348146
ISBN-10: 0471348147
Series: Getting Started In.....
Audience: General
Format: Paperback
Language: English
Number Of Pages: 304
Published: 13th April 2000
Country of Publication: US
Dimensions (cm): 23.4 x 15.5  x 2.0
Weight (kg): 0.42
Edition Number: 1