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 goal-setting and analysis, and risk management, education funding and investment management, and the critical influence of time on the value of money. In addition, the text provides guidance on developing the soft skills, such as developing a relationship of trust with the client, communicating effectively, and understanding client behavior and motivation, which are vital to a successful planning engagement. 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
✔ Title: Fundamentals of Financial Planning - 7th Edition
✔ Rating : 4.5 out of 5 base on (12 reviews)
✔ ISBN-10: 194671139X
✔ ISBN-13: 9781946711397
✔ 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 by Michael A. Dalton
Lucy Garraway
I'm already planning to reread this book. It's one of those stories that you can revisit again and again, discovering new layers of meaning each time.
Aileen Menzie
The plot was so well-paced that I lost track of time while reading. I was completely immersed in the story, eagerly turning the pages to uncover the next twist.
Polly Hurlbutt
This is a book I'll cherish and recommend to everyone. It touched my soul and made me reflect on life's profound mysteries.
