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Success as a Financial Advisor For Dummies
book

Success as a Financial Advisor For Dummies

by Ivan M. Illan
December 2018
Beginner content levelBeginner
384 pages
9h 53m
English
For Dummies
Content preview from Success as a Financial Advisor For Dummies

Chapter 14

Developing a Personalized Financial Plan

IN THIS CHAPTER

Bullet Taking your client’s input into consideration

Bullet Mastering the three Cs of financial planning

Bullet Making sure you cover the key areas

Bullet Harnessing the power of financial planning tools

Bullet Reviewing and revising the plan routinely

Your client’s financial plan is the cornerstone of his financial future and one of the few tangible products you’re solely responsible for delivering to him. The plan must be a comprehensive and holistic assessment of the client’s goals and objectives, so it places him on the best path toward the financial outcomes he desires most.

In this chapter, you discover how to understand your client’s priorities and concerns, create a financial plan that places the client on a path to achieve the agreed-upon goals, and review and modify plan to keep your client’s finances on the right path or to shift course when life doesn’t cooperate with the plan. I also recommend a variety of professional financial planning ...

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Publisher Resources

ISBN: 9781119504108Purchase book