[GBS] GETTING STARTED AS A FINANCIAL PL

Suddenly it seems that everyone in finance (as well as some non-finance hopefuls) wants a piece of the financial planning action. New entrants into the field are coming from all over: CPAs, brokers, investment managers, and even individuals who have become accustomed to managing money for family and friends. The flood of self-described "financial planners" is never-ending. This book is a hands-on guide to making the move to becoming a fee-based financial planner. It covers everything a want-to-be and beginning financial planner will need to know.

Perfect. chock full of winning recipes that will undoubtedly help newcomers create truly successful financial planning practices." -Deena Katz, CFP Partner, Evensky, Brown, & Katz "Manages to integrate how to be a financial planner with the academics of financial planning." -Steven I. Levey, CPA/PFS Director, Gelfond Hochstadt Pangburn, P.C.