Fee-Only Financial Planning: How to Make It Work for You

Auteurs

• John E. Sestina

Paramètres

• 256 pages
• 9 heures de lecture

• Affaires et économie

En savoir plus sur le livre

Fee-only financial planning is explored as a growing niche that prioritizes client interests over commission-based models. John Sestina, a pioneer in this field, emphasizes the importance of empathy, active listening, and continuous learning for success. The book serves as a comprehensive guide for financial planners, detailing the benefits and challenges of fee-only services, strategies for transitioning from commission-based practices, and tips for building a diverse client base. It is an essential resource for professionals seeking to adapt to evolving client needs and enhance their practices.

Achat du livre

• Année de publication: 2000
• Reliure: (rigide)