Here are all the essential basics of financial planning woven into the realities of working with real clients and building a successful practice. Inside are seven different ways to analyze a client situation, then how to best communicate and work with clients in their best interests. Using real data and relevant case examples, Fundamentals of Financial Planning takes you logically through the process of client behavior, motivation and risk management, education funding and investment management, and the critical influence of time on the value of money. This is an essential text that puts fundamental academics into a real life context to help ensure that concepts and best practices are comprehended, retained and ready for deployment.
✔ Author(s): Michael A. Dalton,James F. Dalton
✔ Title: Fundamentals of Financial Planning 6th Edition
✔ Rating : 4.2 out of 5 base on (38 reviews)
✔ ISBN-10: 1946711640
✔ Language: English
✔ Format ebook: PDF, EPUB, Kindle, Audio, HTML and MOBI
✔ Device compatibles: Android, iOS, PC and Amazon Kindle
Readers' opinions about Fundamentals of Financial Planning 6th Edition by Michael A. Dalton
Kateline Powell
Discover the poignant story of a family navigating life's ups and downs in this moving novel. The author's empathetic writing and well-drawn characters create a deeply emotional experience. Each chapter explores themes of love, loss, and resilience with sensitivity. The plot's twists and turns keep you engaged throughout. It's a heartwarming and thought-provoking read. Perfect for readers who enjoy stories about family dynamics.
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Explore the complexities of human relationships in this beautifully crafted novel. The author's nuanced writing and rich character development make for an engaging read. Each storyline intertwines seamlessly, creating a tapestry of interconnected lives. The emotional depth and realistic portrayal of life's challenges resonate deeply. It's a book that stays with you long after you've finished reading. Perfect for fans of literary fiction.
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Embark on a journey through time with a historical novel that spans generations. The author's meticulous research and engaging prose create a vivid and immersive experience. Each character's story is intricately woven into the fabric of history. The narrative explores themes of legacy, identity, and change with depth and insight. It's a captivating blend of personal and historical drama. Perfect for fans of multi-generational sagas.
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