Rattiner's Financial Planner's Bible: The Advisor's Advisor Review

Rattiner's Financial Planner's Bible: The Advisor's Advisor
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Rattiner's Financial Planner's Bible: The Advisor's Advisor ReviewThis is an excellent successor to Jeff's earlier book on getting started in financial planning. There is great material, but because every reader has a substantially different background, a lot of it is not immediately applicable. But the critical issue is that SOME of the very well organized checklists and tools will be precisely what the reader needs, and needs now. Some of the Bible will be very useful later. The firm-wide self-assessment survey is a great tool, as is the model business plan.Rattiner's Financial Planner's Bible: The Advisor's Advisor Overview

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