Getting Started in Financial Consulting (Paperback)

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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

General

Imprint:	John Wiley & Sons
Country of origin:	United States
Series:	Getting Started In...
Release date:	April 2000
First published:	2000
Authors:	Edward J. Stone
Dimensions:	232 x 158 x 17mm (L x W x T)
Format:	Paperback
Pages:	304
ISBN-13:	978-0-471-34814-6
Categories:	Books > Business & Economics > Finance & accounting > Finance > General Books > Business & Economics > Industry & industrial studies > Service industries > Financial services industry Books > Money & Finance > General Promotions
LSN:	0-471-34814-7
Barcode:	9780471348146

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