Getting Started in Financial Consulting (Getting Started In...)
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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
Details
- Publisher
- Wiley
- Author
- Edward J. Stone
- Format
- Paperback
- Published
- Apr 13, 2000
- ISBN-13
- 9780471348146
- Pages
- 304
- Carton quantity
- 41 copies
- Printing
- Printed on demand
Getting Started in Financial Consulting (Getting Started In...) for groups: pricing
Volume pricing applies automatically in your cart. No codes, no account needed.
| Copies | Price per copy | You save |
|---|---|---|
| 25 – 99 | $21.12 | 34% off list |
| 100 – 249 | $20.48 | 36% off list |
| 250 – 499 | $19.84 | 38% off list |
| 500 – 999 | $19.20 | 40% off list |
| 1,000+ | $18.56 | 42% off list |
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