How to Become a Successful Financial Consultant: Making a Living Investing Other People's Money

by Jim H. Ainsworth

Book Overview

Wie werden Sie ein erfolgreicher Finanzplaner oder -berater? Hier erfahren Sie alles: welche Ausbildung, Abschlüsse und Erfahrungen Sie brauchen; was Sie verdienen können; wie Sie Klienten werben und Ihre Dienstleistungen vermarkten, welche Fehler Sie vermeiden müssen und - natürlich - worin Ihr Alltag besteht (in erster Linie Vermögens-, Renten- und Familienplanung und Anlageberatung).

• Format: Hardcover
• Language: English
• ISBN: 0471155616
• ISBN13: 9780471155614
• Release Date: February 1997
• Publisher: Wiley
• Length: 240 Pages
• Weight: 1.50 lbs.
• Dimensions: 0.9" x 6.2" x 9.2"

Customer Reviews

Starting out? READ THIS BOOK!

The author's background is a small town CPA, which may account for his no BS approach. Simple (not simplistic) straightforward solid advice for anyone wishing to start a financial advisory practice.I'm have a CPA background and obtained my CFP several years ago, but never practiced financial planning, other than a brief foray working with an insurance company, which was an excercise in high pressure selling. Ugh! I wish I had this book back then!

Must read for all investigating a financial planning career.

You're in mid-career and you're investigating a switch to the new industry of financial services. You know a few people in the industry but are looking for some good sources of comprehensive information. This is it.Jim Ainsworth lays it all out. If you want to know what to expect, this is it. Get the book, you won't regret it.

A great guide for those considering financial planning.

I read this book my senior year in college. I had known for a few years that I wanted to be a financial planner, but I had many unanswered questions. This book kept it simple and answered all the questions I had. This is a definite must read for anyone considering a career in financial planning. Hopefully I can use the wisdom in this book to establish a successful financial consulting practice. Thank you Mr. Ainsworth!

Well written broad overview of financial consulting career

This book gives a very good overview of life as a financial planner/consultant. Good for someone considering a career in the field, or new to the industry. More specific detail could be helpful, but this book is worth the money

Informative book recommended

I highly recommend this informative book. In a practical, straight forward manner it provides those considering financial planning as a career with all the tools they need to decide if this industry is for them. The fundamentals of what consultants do and how to enter the pofession are provided. By including a sample financial plan readers are able to see the power of planning in reaching a clients goals. Another topic covered better in this book than others I've read is the different ways individuals view money and how the consultant must possess good people skills if he is to be effective. Though it has been a number of years since he entered the financial services field himself, Mr. Ainsworth relates to the beginner in this beneficial book.