Getting Started in Financial Consulting (Paperback)
Getting Started in Financial Consulting (Paperback)
by Edward J. Stone (Author)
Amazon.com
Editorial Reviews
Product Description
Comprehensive Coverage
Completely Up-to-date!
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
From the Back Cover
Comprehensive Coverage
Completely Up-to-date!
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
See all Editorial Reviews
Product Details
* Paperback: 0304 pages
* Publisher: Wiley; 1 edition (March 31, 2000)
* Language: English
* ISBN-10: 0471348147
* ISBN-13: 978-0471348146
* Product Dimensions: 9 x 6 x 0.8 inches
* Shipping Weight: 12.8 ounces (View shipping rates and policies)
* Average Customer Review:
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