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.
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.