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

Autori

• John E. Sestina

Parametri

• 256 pagine
• 9 ore di lettura

• Economia e affari

Maggiori informazioni sul libro

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.

Lingua: Inglese

Pubblicato: 2000

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