Rattiner's Secrets of Financial Planning

Foreword

Financial planning, like most professions, relies on the dual roles of technical proficiency and an empathy to educate. The wisdom of the profession comes in the juxtaposition of these two elements to produce competence in advice that inspires change and leads to confidence both in our teams and through to our clients.

Jeff has written numerous books that challenge and inspire financial planners toward a holistic understanding of the financial planning process. His experience as a financial planner, certified public accountant, professional speaker, and educator have given Jeff the unique vantage point of seeing not only the evolution of financial planning but also the progression of new financial planners into industry leaders. Few authors in this profession have tackled the breadth of financial planning while keeping their thumb on the pulse of immediate developments and a forward-thinking vision for positive change. As Jeff so aptly writes, “This is one of the most rewarding professions out there.” The reward comes in watching the success of a financial plan lived out through financial confidence and accomplishment of our clients. Successfully developing a roadmap to financial success and navigating the obstacles of client behavior and ultimately trust in the process requires an inclusive perspective, vulnerable leadership, and a never-ending intellectual curiosity. Jeff has done a masterful job of collecting, even more than a manual or a textbook, a guided narrative ...