{"product_id":"how-to-become-a-successful-financial-consultant-isbn-9780471155614","title":"How to Become a Successful Financial Consultant","description":"Everything you need to know to succeed in today's fastest growingsector of the consulting market.\u003cbr\u003e \u003cbr\u003e 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 insiders' tips on howto:\u003cbr\u003e * Get the education, experience, and licensing you need to qualify.\u003cbr\u003e * Get certified (and whether you need to).\u003cbr\u003e * Develop a surefire success plan.\u003cbr\u003e * Set up a practice and attract clients.\u003cbr\u003e * Network, market, and sell your services.\u003cbr\u003e * Set fees and collect other forms of compensation for yourservices.\u003cbr\u003e * Avoid the 10 most common mistakes that beginners make.\u003cbr\u003e * Get the most out of meetings and professional conferences.\u003cbr\u003e \u003cbr\u003e 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.\u003cbr\u003e \u003cbr\u003e 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.\u003cbr\u003e \u003cbr\u003e 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.\u003cbr\u003e \u003cbr\u003e 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.\u003cbr\u003e \u003cbr\u003e How to Become a Successful Financial Consultant is your completeguide to making it in today's fastest growing sector of theconsulting market.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). The Forces Creating Demand for Financial Planning.\u003cbr\u003e \u003cbr\u003e What Does a Financial Planner Do?\u003cbr\u003e \u003cbr\u003e Who Is Providing Financial Planning Today?\u003cbr\u003e \u003cbr\u003e How Consultants Select and Manage Investments.\u003cbr\u003e \u003cbr\u003e Meeting the Basic Requirements for Entry into FinancialPlanning.\u003cbr\u003e \u003cbr\u003e Getting Connected to the Profession.\u003cbr\u003e \u003cbr\u003e Building a Solid Financial Planning Practice.\u003cbr\u003e \u003cbr\u003e How Financial Planners Get Paid.\u003cbr\u003e \u003cbr\u003e Discoveries about People and Their Money.\u003cbr\u003e \u003cbr\u003e Financial Planning 2015 and a Few Final Words.\u003cbr\u003e \u003cbr\u003e Appendices.\u003cbr\u003e \u003cbr\u003e Index. 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 industry since 1965 and is recognized nationally for his expertise in adding complete financial services as a profit center for CPA firms. Frequently a featured speaker at conventions, workshops, and seminars, he is a certified trainer in sales, marketing, time management, motivational techniques, and personal improvement. The training videos, manuals, and marketing materials produced by him are in use nationwide. He is the author of two successful books, including The CPA's Guide to a Successful Financial Planning Practice (Wiley).  How to become a Successful Financial Consultant Written by Jim Ainsworth, a financial planning professional with 30 years in the business, this valuable guide provides professionals interested in making the move into financial consulting with everything they need to know to make a living investing other people’s money. Drawing on his personal experiences and those of colleagues across North America, Ainsworth covers all the bases. He begins by describing the three major groups of financial planners and the seven different styles of asset management and helps you to decide which is fight for you. You find out all about the various types of financial planning that most consultants deal with—including estate planning, retirement planning, and family financial planning—and the best investment vehicles currently available. Ainsworth then cuts to the chase and provides the nuts-and-bolts information you need to make it as a financial adviser. Writing in a down-to-earth style, he tells you what type of education and experience you need to become an effective financial consultant, how to become licensed, how to get started in business, how to set fees and receive compensation, how to market your services and promote different financial instruments, and much more. He shows you how to develop a surefire success plan, and he supplies expert advice and guidance on how to avoid the top 10 beginners’ mistakes. Throughout this book, Ainsworth advocates taking a holistic approach to financial planning—one that takes into consideration not just people’s differing needs, but their contrasting attitudes about money and investments. To that end, he provides insightful profiles of the different types of \"money personalities\" in the financial world and shows you how to identify and successfully work with each type. How to Become a Successful Financial Consultant is your complete guide to making it in today’s fastest growing sector of the consulting market.  Everything you need to know to succeed in today's fastest growing sector of the consulting market.  \u003cp\u003eJim 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. He familiarizes you with all the types of planning that financial consultants deal with, as well as the various investment vehicles. And, based on his own experiences and those of other successful financial consultants across the nation, he supplies you with a proven blueprint for success. You get expert advice, guidance, and insiders' tips on how to:\u003c\/p\u003e \u003cul\u003e \u003cli\u003eGet the education, experience, and licensing you need to qualify.\u003c\/li\u003e \u003cli\u003eGet certified (and whether you need to).\u003c\/li\u003e \u003cli\u003eDevelop a surefire success plan.\u003c\/li\u003e \u003cli\u003eSet up a practice and attract clients.\u003c\/li\u003e \u003cli\u003eNetwork, market, and sell your services.\u003c\/li\u003e \u003cli\u003eSet fees and collect other forms of compensation for your services.\u003c\/li\u003e \u003cli\u003eAvoid the 10 most common mistakes that beginners make.\u003c\/li\u003e \u003cli\u003eGet the most out of meetings and professional conferences.\u003c\/li\u003e \u003c\/ul\u003e \u003cp\u003eWritten by Jim Ainsworth, a financial planning professional with 30 years in the business, this valuable guide provides professionals interested in making the move into financial consulting with everything they need to know to make a living investing other people's money.\u003c\/p\u003e \u003cp\u003eDrawing on his personal experiences and those of colleagues across North America, Ainsworth covers all the bases. He begins by describing the three major groups of financial planners and the seven different styles of asset management and helps you to decide which is right for you. You find out all about the various types of financial planning that most consultants deal with—including estate planning, retirement planning, and family financial planning—and the best investment vehicles currently available.\u003c\/p\u003e \u003cp\u003eAinsworth then cuts to the chase and provides the nuts-and-bolts information you need to make it as a financial adviser. Writing in a down-to-earth style, he tells you what type of education and experience you need to become an effective financial consultant, how to become licensed, how to get started in business, how to set fees and receive compensation, how to market your services and promote different financial instruments, and much more. He shows you how to develop a surefire success plan, and he supplies expert advice and guidance on how to avoid the top 10 beginners' mistakes.\u003c\/p\u003e \u003cp\u003eThroughout this book, Ainsworth advocates taking a holistic approach to financial planning—one that takes into consideration not just people's differing needs, but their contrasting attitudes about money and investments. To that end, he provides insightful profiles of the different types of \"money personalities\" in the financial world and shows you how to identify and successfully work with each type.\u003c\/p\u003e \u003cp\u003eHow to Become a Successful Financial Consultant is your complete guide to making it in today's fastest growing sector of the consulting market.\u003c\/p\u003e","brand":"Wiley","offers":[{"title":"Default Title","offer_id":47989377204453,"sku":"NP9780471155614","price":55.0,"currency_code":"USD","in_stock":false}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/1842\/7735\/files\/9780471155614.jpg?v=1761783876","url":"https:\/\/k12savings.com\/es\/products\/how-to-become-a-successful-financial-consultant-isbn-9780471155614","provider":"K12savings","version":"1.0","type":"link"}