Getting Started in Financial Consulting Paperback / softback

by Edward J. Stone

Part of the Getting Started In... series

Paperback / softback

Available to Order - This title is available to order, with delivery expected within 2 weeks

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