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Getting Started in Financial Consulting

By Stone, Edward J

Product Image: Getting Started in Financial Consulting

Getting Started in Financial Consulting

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Description
Comprehensive Coverage Completely Up-to-date! A detailed road map for getting started as an independent financial consultant Each year, thousands of people from all walks of life leave the security of their nine-to-five jobs to pursue careers as independent financial consultants. For a great many of them, the experience is financially and personally rewarding beyond their expectations. If you, too, are thinking about taking the big leap into becoming a financial consultant, but you aren't sure how to go about it, this book is for you. How can I be sure that financial consulting is right for my personality? What kinds of training and skills do I need to succeed, and how do I get them? What special licenses or certification are required? How do I find clients and build lasting relationships with them? With the help of first-person accounts from successful financial consultants from across the country, expert Edward J. Stone provides complete answers to these and all your questions concerning: * Acquiring and honing key skills, including the all-important "people" skills * Organizing and structuring your business * Indispensable software tools * Services you can offer clients and why you should specialize * Marketing your services, targeting clients, and building a solid core clientele * Why you should become certified and how to go about it * Profiling clients and drawing up formal financial plans * Dealing with state and federal regulations * Contracts and key legal considerations * Surviving in a down market
Product details
Binding:
Paperback
Edition:
1
Number of Pages:
304
Release Date:
2000-03-30
Publication Date:
2000-04-13
Publisher:
Wiley
Languages:
Original: English
ISBN10:
0471348147
ISBN13:
9780471348146
GPSR Manufacturer Reference:
[email protected]
Weight:
465 g
Height:
156 cm
Width:
234 cm
Thickness:
16 cm
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