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Rattiner’s Secrets of Financial Planning
- From Running Your Practice to Optimizing Your Client's Experience
- By: Jeffrey H. Rattiner
- Narrated by: Gary Tiedemann
- Length: 14 hrs and 17 mins
- Unabridged
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Financial planning involves everything from determining the client's financial position, cash flow, and investment strategies, to income tax planning, risk management, insurance, and retirement and estate planning. Financial planners and advisors are responsible for recommendations and decisions...
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Rattiner’s Secrets of Financial Planning
- From Running Your Practice to Optimizing Your Client's Experience
- Narrated by: Gary Tiedemann
- Length: 14 hrs and 17 mins
- Release date: 20-04-21
- Language: English
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