How to Become a Successful Financial Consultant: Making a Living Investing Other

The Nile on eBay   How to Become a Successful Financial Consultant by Jim H. Ainsworth

Everything you need to know to succeed in today's fastest growing sector of the consulting market. Jim Ainsworth is an extremely successful financial planning professional with more than 30 years in the business. In How to Become a Successful Financial Consultant, he tells you everything you need to know to move into financial consulting.

FORMATHardcover LANGUAGEEnglish CONDITIONBrand New Publisher Description

Everything you need to know to succeed in today's fastest growingsector of the consulting market.Jim Ainsworth is an extremely successful financial planningprofessional with more than 30 years in the business. In How toBecome a Successful Financial Consultant, he tells you everythingyou need to know to move into financial consulting. He familiarizesyou with all the types of planning that financial consultants dealwith, as well as the various investment vehicles. And, based on hisown experiences and those of other successful financial consultantsacross the nation, he supplies you with a proven blueprint forsuccess. You get expert advice, guidance, and insiders' tips on howto:* Get the education, experience, and licensing you need to qualify.* Get certified (and whether you need to).* Develop a surefire success plan.* Set up a practice and attract clients.* Network, market, and sell your services.* Set fees and collect other forms of compensation for yourservices.* Avoid the 10 most common mistakes that beginners make.* Get the most out of meetings and professional conferences.Written by Jim Ainsworth, a financial planning professional with 30years in the business, this valuable guide provides professionalsinterested in making the move into financial consulting witheverything they need to know to make a living investing otherpeople's money.Drawing on his personal experiences and those of colleagues acrossNorth America, Ainsworth covers all the bases. He begins bydescribing the three major groups of financial planners and theseven different styles of asset management and helps you to decidewhich is right for you. You find out all about the various types offinancial planning that most consultants deal with--includingestate planning, retirement planning, and family financialplanning--and the best investment vehicles currentlyavailable.Ainsworth then cuts to the chase and provides the nuts-and-boltsinformation you need to make it as a financial adviser. Writing ina down-to-earth style, he tells you what type of education andexperience you need to become an effective financial consultant,how to become licensed, how to get started in business, how to setfees and receive compensation, how to market your services andpromote different financial instruments, and much more. He showsyou how to develop a surefire success plan, and he supplies expertadvice and guidance on how to avoid the top 10 beginners'mistakes.Throughout this book, Ainsworth advocates taking a holisticapproach to financial planning--one that takes into considerationnot just people's differing needs, but their contrasting attitudesabout money and investments. To that end, he provides insightfulprofiles of the different types of "money personalities" in thefinancial world and shows you how to identify and successfully workwith each type.How to Become a Successful Financial Consultant is your completeguide to making it in today's fastest growing sector of theconsulting market.

Back Cover

Everything you need to know to succeed in today's fastest growing sector of the consulting market. Jim Ainsworth is an extremely successful financial planning professional with more than 30 years in the business. In How to Become a Successful Financial Consultant, he tells you everything you need to know to move into financial consulting. He familiarizes you with all the types of planning that financial consultants deal with, as well as the various investment vehicles. And, based on his own experiences and those of other successful financial consultants across the nation, he supplies you with a proven blueprint for success. You get expert advice, guidance, and insiders' tips on how to: Get the education, experience, and licensing you need to qualify. Get certified (and whether you need to). Develop a surefire success plan. Set up a practice and attract clients. Network, market, and sell your services. Set fees and collect other forms of compensation for your services. Avoid the 10 most common mistakes that beginners make. Get the most out of meetings and professional conferences. Written by Jim Ainsworth, a financial planning professional with 30 years in the business, this valuable guide provides professionals interested in making the move into financial consulting with everything they need to know to make a living investing other people's money. Drawing on his personal experiences and those of colleagues across North America, Ainsworth covers all the bases. He begins by describing the three major groups of financial planners and the seven different styles of asset management and helps you to decide which is right for you. You find out all about the various types of financial planning that most consultants deal with--including estate planning, retirement planning, and family financial planning--and the best investment vehicles currently available. Ainsworth then cuts to the chase and provides the nuts-and-bolts information you need to make it as a financial adviser. Writing in a down-to-earth style, he tells you what type of education and experience you need to become an effective financial consultant, how to become licensed, how to get started in business, how to set fees and receive compensation, how to market your services and promote different financial instruments, and much more. He shows you how to develop a surefire success plan, and he supplies expert advice and guidance on how to avoid the top 10 beginners' mistakes. Throughout this book, Ainsworth advocates taking a holistic approach to financial planning--one that takes into consideration not just people's differing needs, but their contrasting attitudes about money and investments. To that end, he provides insightful profiles of the different types of "money personalities" in the financial world and shows you how to identify and successfully work with each type. How to Become a Successful Financial Consultant is your complete guide to making it in today's fastest growing sector of the consulting market.

Flap

How to become a Successful Financial Consultant Written by Jim Ainsworth, a financial planning professional with 30 years in the business, this valuable guide provides professionals interested in making the move into financial consulting with everything they need to know to make a living investing other people’s money. Drawing on his personal experiences and those of colleagues across North America, Ainsworth covers all the bases. He begins by describing the three major groups of financial planners and the seven different styles of asset management and helps you to decide which is fight for you. You find out all about the various types of financial planning that most consultants deal with—including estate planning, retirement planning, and family financial planning—and the best investment vehicles currently available. Ainsworth then cuts to the chase and provides the nuts-and-bolts information you need to make it as a financial adviser. Writing in a down-to-earth style, he tells you what type of education and experience you need to become an effective financial consultant, how to become licensed, how to get started in business, how to set fees and receive compensation, how to market your services and promote different financial instruments, and much more. He shows you how to develop a surefire success plan, and he supplies expert advice and guidance on how to avoid the top 10 beginners’ mistakes. Throughout this book, Ainsworth advocates taking a holistic approach to financial planning—one that takes into consideration not just people’s differing needs, but their contrasting attitudes about money and investments. To that end, he provides insightful profiles of the different types of "money personalities" in the financial world and shows you how to identify and successfully work with each type. How to Become a Successful Financial Consultant is your complete guide to making it in today’s fastest growing sector of the consulting market.

Author Biography

JIM AINSWORTH, CPA, CLU, CFC, is President and cofounder of First Global Partners, a diversified financial services firm offering private investment and pension consulting services to individuals, foundations, and endowments. They offer advice on estate planning, tax counseling, investments and securities brokerage, and insurance and other quality financial services to individuals and businesses. Jim has been in the financial services industry since 1965 and is recognized nationally for his expertise in adding complete financial services as a profit center for CPA firms. Frequently a featured speaker at conventions, workshops, and seminars, he is a certified trainer in sales, marketing, time management, motivational techniques, and personal improvement. The training videos, manuals, and marketing materials produced by him are in use nationwide. He is the author of two successful books, including The CPA's Guide to a Successful Financial Planning Practice (Wiley).

Table of Contents

The Forces Creating Demand for Financial Planning.What Does a Financial Planner Do?Who Is Providing Financial Planning Today?How Consultants Select and Manage Investments.Meeting the Basic Requirements for Entry into FinancialPlanning.Getting Connected to the Profession.Building a Solid Financial Planning Practice.How Financial Planners Get Paid.Discoveries about People and Their Money.Financial Planning 2015 and a Few Final Words.Appendices.Index.

Long Description

Everything you need to know to succeed in today's fastest growing sector of the consulting market. Jim Ainsworth is an extremely successful financial planning professional with more than 30 years in the business. In How to Become a Successful Financial Consultant, he tells you everything you need to know to move into financial consulting. He familiarizes you with all the types of planning that financial consultants deal with, as well as the various investment vehicles. And, based on his own experiences and those of other successful financial consultants across the nation, he supplies you with a proven blueprint for success. You get expert advice, guidance, and insiders' tips on how to: Get the education, experience, and licensing you need to qualify. Get certified (and whether you need to). Develop a surefire success plan. Set up a practice and attract clients. Network, market, and sell your services. Set fees and collect other forms of compensation for your services. Avoid the 10 most common mistakes that beginners make. Get the most out of meetings and professional conferences. Written by Jim Ainsworth, a financial planning professional with 30 years in the business, this valuable guide provides professionals interested in making the move into financial consulting with everything they need to know to make a living investing other people's money. Drawing on his personal experiences and those of colleagues across North America, Ainsworth covers all the bases. He begins by describing the three major groups of financial planners and the seven different styles of asset management and helps you to decide which is right for you. You find out all about the various types of financial planning that most consultants deal with including estate planning, retirement planning, and family financial planning and the best investment vehicles currently available. Ainsworth then cuts to the chase and provides the nuts-and-bolts information you need to make it as a financial adviser. Writing in a down-to-earth style, he tells you what type of education and experience you need to become an effective financial consultant, how to become licensed, how to get started in business, how to set fees and receive compensation, how to market your services and promote different financial instruments, and much more. He shows you how to develop a surefire success plan, and he supplies expert advice and guidance on how to avoid the top 10 beginners' mistakes. Throughout this book, Ainsworth advocates taking a holistic approach to financial planning one that takes into consideration not just people's differing needs, but their contrasting attitudes about money and investments. To that end, he provides insightful profiles of the different types of "money personalities" in the financial world and shows you how to identify and successfully work with each type. How to Become a Successful Financial Consultant is your complete guide to making it in today's fastest growing sector of the consulting market.

Feature

The Forces Creating Demand for Financial Planning. What Does a Financial Planner Do? Who Is Providing Financial Planning Today? How Consultants Select and Manage Investments. Meeting the Basic Requirements for Entry into FinancialPlanning. Getting Connected to the Profession. Building a Solid Financial Planning Practice. How Financial Planners Get Paid. Discoveries about People and Their Money. Financial Planning 2015 and a Few Final Words. Appendices. Index.

Details ISBN0471155616 Language English ISBN-10 0471155616 ISBN-13 9780471155614 Media Book Format Hardcover Year 1997 Imprint John Wiley & Sons Inc Subtitle Making a Living Investing Other People's Money Place of Publication New York Country of Publication United States Illustrations forms Short Title HT BECOME A SUCCESSFUL FINANCI Pages 240 Edition 1st DOI 10.1604/9780471155614 UK Release Date 1997-02-07 AU Release Date 1997-01-21 NZ Release Date 1997-01-21 Author Jim H. Ainsworth Publisher John Wiley & Sons Inc Publication Date 1997-02-07 DEWEY 332.023 Audience Undergraduate US Release Date 1997-02-07 We've got this

At The Nile, if you're looking for it, we've got it.With fast shipping, low prices, friendly service and well over a million items - you're bound to find what you want, at a price you'll love!

TheNile_Item_ID:126565423;