Como cliente Amazon Prime obtén 3 meses de Audible gratis
Planning a Successful Future
Managing to Be Wealthy for Individuals and Their Advisors
No se ha podido añadir a la cesta
Error al eliminar la lista de deseos.
Se ha producido un error al añadirlo a la biblioteca
Se ha producido un error al seguir el podcast
Error al dejar de seguir el podcast
Escúchalo ahora gratis con tu suscripción a Audible
Planning a Successful Future
Compra ahora por 17,99 €
-
Narrado por:
-
Steven Menasche
-
De:
-
John E. Sestina
Acerca de este título
From the father of Fee-Only Financial Planning - the action guide to financial security.
Planning a Successful Future gives financial planners and their clients everything they need to create customized financial plans to fund all the goals in their lives.
Financial planning is a complex practice with many variables to analyze and unpredictable forces that can derail the best-laid plans in a matter of hours. A successful financial strategy starts with unbiased, customer-focused advice like the kind you'll get inside from legendary advisor John Sestina, who has profited solely with his clients' fees for 50 years. Expert guidance, illustrative examples of covered concepts working in the real world, and simplifying worksheets put a secure financial future within reach by showing you how to:
- Identify your goals and achieve them
- Create a realistic and goal-based financial plan
- Take an informed, proactive approach to your finances
- Allocate investments to fully achieve your goals
