Author: David Miller
Published: © Copyright 2019 – Fourth Edition
Availability: The book can be downloaded or ordered in paperback.
Download File System Requirements: Adobe Reader 9.0 or newer.
Some of the Features of this Book:
How to start and manage your financial planning business.
How to develop new customers and accounts for your business.
How to choose the best name and location for your business.
How to finance your business.
How to determine the potential products and planning services that you will provide in the operation of your business.
The accounting and bookkeeping you will need to keep for your business and includes:
Projecting Your Revenue Potential
The licenses, regulations and permits that you will need to operate your business.
How to analyze the competition to determine the best way to compete in your market area.
How much to charge for your services and how to determine the pricing structures that you should utilize.
How pricing can affect your business.
How to establish cost and cash controls.
Information on regulations, certifications, computer equipment and software, professional development, and checklists including website links.
How to devise your marketing plan and advertising budgets.
Links to local and government websites to assist you in the start-up and ongoing management of your business.
Promotional Details: Starting a successful financial planning service does not happen by accident. This book will show you to carefully plan to start your business. Then the book will explain how to manage your business on a day to day basis with information about market analysis and planning, advertising, employee records and training, accounting and bookkeeping, determining your target market, how to analyze the competition, and much more. Start your business today, the right way!
Download Information: When you purchase your copy of the Start Your Own Financial Planning Business, you can immediately download the book to your computer for immediate access. The file will open in Adobe Acrobat Reader as a PDF file. Simply open the file, save it to your computer and start your own financial planning business today!
“I have always been interested in pursuing a financial planning career. Your book has gotten me started and I am getting clients. I plan to further my work in financial planning helping others and increase my education as pointed out in your book. Thanks for your efforts and the book!” H. West, Pocatello, ID
This book really helped me out getting to know the ins and outs of the business. C. Brown, Aurora, CO