“If you truly want to serve your clients successfully, then you owe it to yourself and your clients to read this book. His book is chockful of winning recipes that will undoubtedly help newcomers create truly successful financial planning practices.” d e e n a k a t z, c f p President, Evensky & Katz Author of Deena Katz’s Tools and Templates for Your Practice and Deena Katz on Practice Management “Thinking of becoming a financial planner or adding the planning discipline to your current professional practice? Jeff Rattiner has written the perfect cookbook for those who want to enter the financial planning profession. , c f p Former President and CEO Certified Financial Planner Board of Standards
Jeff’s easy-to-read, comprehensive primer is an excellent tool for those looking to get started in the profession and highlights the client-centered approach that is crucial to the success of any financial planning practice.” r o b e r t p. “Right now, many people want to get into the field of financial planning but may not know how. Experienced planners who never seem to find the time to do practice planning should also benefit.”
“For anyone entering the profession or transitioning to financial planning from a related field, Getting Started as a Financial Planner is well worth reading. “A must-read for emerging financial planners.” Advisor Today “When asked to recommend books for new advisers, we often suggest Getting Started as a Financial Planner.” Investment Advisor As one of the industry’s most respected teachers and practitioners, Jeff’s book is packed with useful insights that every newcomer needs to be successful.” john whelan Publisher Financial Planning “Getting Started as a Financial Planner is a must-read for any professional interested in a career in financial planning. tuttle, jr., cae Executive Director/CEO Financial Planning Association For anyone who is serious about entering financial planning as a first or new career, Getting Started as a Financial Planner provides great insight from someone who can really say he’s been there and done that. “Jeff Rattiner has been intimately involved with the development of the financial planning profession for nearly twenty years as a planner, teacher, author, and educational innovator. Getting Started as a Financial Planner by Jeffrey H.
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