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How to Become a Successful Financial Consultant

Jim H. Ainsworth

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Description for How to Become a Successful Financial Consultant Hardcover. Everything you need to know to succeed in today's fastest growing sector of the consulting market. Jim Ainsworth is an extremely successful financial planning professional with more than 30 years in the business. In How to Become a Successful Financial Consultant, he tells you everything you need to know to move into financial consulting. Num Pages: 240 pages, forms. BIC Classification: KFF; KNST; VSC. Category: (P) Professional & Vocational; (UP) Postgraduate, Research & Scholarly; (UU) Undergraduate. Dimension: 232 x 161 x 25. Weight in Grams: 530.
Everything you need to know to succeed in today's fastest growingsector of the consulting market.

Jim Ainsworth is an extremely successful financial planningprofessional with more than 30 years in the business. In How toBecome a Successful Financial Consultant, he tells you everythingyou need to know to move into financial consulting. He familiarizesyou with all the types of planning that financial consultants dealwith, as well as the various investment vehicles. And, based on hisown experiences and those of other successful financial consultantsacross the nation, he supplies you with a proven blueprint forsuccess. You get expert advice, guidance, and ... Read moreinsiders' tips on howto:
* Get the education, experience, and licensing you need to qualify.
* Get certified (and whether you need to).
* Develop a surefire success plan.
* Set up a practice and attract clients.
* Network, market, and sell your services.
* Set fees and collect other forms of compensation for yourservices.
* Avoid the 10 most common mistakes that beginners make.
* Get the most out of meetings and professional conferences.

Written by Jim Ainsworth, a financial planning professional with 30years in the business, this valuable guide provides professionalsinterested in making the move into financial consulting witheverything they need to know to make a living investing otherpeople's money.

Drawing on his personal experiences and those of colleagues acrossNorth America, Ainsworth covers all the bases. He begins bydescribing the three major groups of financial planners and theseven different styles of asset management and helps you to decidewhich is right for you. You find out all about the various types offinancial planning that most consultants deal with--includingestate planning, retirement planning, and family financialplanning--and the best investment vehicles currentlyavailable.

Ainsworth then cuts to the chase and provides the nuts-and-boltsinformation you need to make it as a financial adviser. Writing ina down-to-earth style, he tells you what type of education andexperience you need to become an effective financial consultant,how to become licensed, how to get started in business, how to setfees and receive compensation, how to market your services andpromote different financial instruments, and much more. He showsyou how to develop a surefire success plan, and he supplies expertadvice and guidance on how to avoid the top 10 beginners'mistakes.

Throughout this book, Ainsworth advocates taking a holisticapproach to financial planning--one that takes into considerationnot just people's differing needs, but their contrasting attitudesabout money and investments. To that end, he provides insightfulprofiles of the different types of "money personalities" in thefinancial world and shows you how to identify and successfully workwith each type.

How to Become a Successful Financial Consultant is your completeguide to making it in today's fastest growing sector of theconsulting market. Show Less

Product Details

Format

Hardback

Publication date

1997

Publisher

John Wiley and Sons Ltd United States

Number of pages

240

Condition

New

Number of Pages

240

Place of Publication

New York, United States

ISBN

9780471155614

SKU

V9780471155614

Shipping Time

Usually ships in 7 to 11 working days

Ref

99-50

About Jim H. Ainsworth

JIM AINSWORTH, CPA, CLU, CFC, is President and cofounder of First Global Partners, a diversified financial services firm offering private investment and pension consulting services to individuals, foundations, and endowments. They offer advice on estate planning, tax counseling, investments and securities brokerage, and insurance and other quality financial services to individuals and businesses. Jim has been in the financial services ... Read more

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Jim H. Ainsworth

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