Rattiner's Secrets of Financial Planning: From Running Your Practice to Optimizing Your Client's Experience - Rattiner, Jeffrey H. (J.R. Financial Group) - Books - John Wiley & Sons Inc - 9781119594277 - November 26, 2020
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Rattiner, Jeffrey H. (J.R. Financial Group)
Rattiner's Secrets of Financial Planning: From Running Your Practice to Optimizing Your Client's Experience

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"Financial planning is a process that leads to recommendations and decisions that help people achieve their financial goals. Planning applies to determining the client's financial position and cash flow, income tax planning, risk management, insurance, retirement planning, investment planning and estate planning"--

400 pages

Media Books     Hardcover Book   (Book with hard spine and cover)
Released November 26, 2020
ISBN13 9781119594277
Publishers John Wiley & Sons Inc
Pages 384
Dimensions 236 × 162 × 36 mm   ·   618 g

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