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Rattiner's Secrets of Financial Planning: From Running Your Practice to Optimizing Your Client's Experience

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Rattiner's Secrets of Financial Planning: From Running Your Practice to Optimizing Your Client's Experience - Rattiner, Jeffrey H
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"Financial planning is a process that leads to recommendations and decisions that help people achieve their financial goals. Planning applies to determining the client's financial position and cash flow, income tax planning, risk management, insurance, retirement planning, investment planning and estate planning"--

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Rattiner's Secrets of Financial Planning: From Running Your Practice to Optimizing Your Client's Experience 2020, Wiley

ISBN-13: 9781119594277

Hardcover