Jeffrey H. Rattiner - Rattiners Secrets of Financial Planning: From Running Your Practice to Optimizing Your Clients Experience

With his 30+ years of working with clients, training CFP certificants, CPAs, and consumers, writing multiple books, and working profound roles within the financial planning profession, Jeff provides a succinct and easy-to-digest book showcasing the financial planning secrets that he has learned. These secrets will enable you and your firm to better navigate the ever-changing landscape of the financial planning profession. It is especially timely as the profession seeks to have more, and better, communication training. Jeff shares his secrets on how to better converse with clients amid complex technical aspects of financial planning. This book will become a handy resource and guide for your firm's future as we embark on this new decade of financial planning.

Derek R. Lawson, Ph.D., CFP; Assistant Professor, Personal Financial Planning, Kansas State University; Partner and Financial Planner, Priority Financial Partners

Whether you are early in your career or a seasoned professional, this book has worthwhile advice for anyone looking to run a more vibrant and successful financial planning practice. Jeff shares wisdom gained from his 30+ years as an author, speaker, teacher, and financial planner in this how-to guide filled with best practices and practical suggestions that can be implemented immediately. As someone who worked with Jeff when he was with CFP Board many years ago on major projects that have helped influence our profession, Jeff's ability to cut to the chase and provide critical information through a wealth of valuable tools bundled into one resource is ideal for those in our profession. The ideas presented will help you grow your practice and provide a higher level of service to your clients. This is a must-read for professionals offering financial planning. If he'd written it 44 years ago, he could have saved me a lot of headaches.

Bill Carter, CFP, President, Carter Wealth

This is the guidebook every planner should read at any stage of their career. It is like attending hundreds of conferences and retreats, not the formal sessions but the real-life stories shared between colleagues. On your own, it would take a few lifetimes to gather all the practical wisdom and real-life experiences contained in Rattiner's Secrets.

Susan Bradley, CFP, CeFT, Founder, Financial Transitionist Institute

I first met Jeff when he was a student of mine in the NYU CFP program over 30 years ago. I was so impressed with his knowledge of the material, we had him teaching one of the sections while he was still going through the program. Jeff has gone on to teach so many CFP Certificants nationwide in our profession. His background as an educator and practitioner makes him one of the most important people in the financial planning profession. His book provides the reader with an understanding of the critical issues inherent in our profession and provides insight and strategies for those who want to be on top of their game. Rattiner's book is a must-read for all people in the profession.

Scott M. Kahan, CFP, President and Senior Financial Planner, Financial Asset Management Corporation

No matter your experience as a financial advisorsix months or 30 yearswe all need mentors. Jeff Rattiner's Secrets of Financial Planning combines all the best of mentoring from the simplest how-to's such as putting your kids to work to the more nuanced and fraught conversations you will one day have with a client couple who is divorcing. I plan to keep this wisdom manual next to my keyboard.

Cheryl R. Holland, CFP, Founder and President, Abacus

Within the financial planning industry Jeff has the unique perspective of being a practitioner, a teacher, as well as a mentor. I've had the privilege of working with him on all three areas and can attest to the positive impact he's had on our profession as well as on my own development as a financial planner. Rattiner's Secrets is a must-read for those of us who continuously look to serve our clients at a higher level.

Marc Milic, CFP, RICP, Partner and Relationship Manager, Douglas C. Lane & Associates

For much of my nearly 40-year career in financial services and financial planning, we have experienced many waves of evolution and reinvention. In recent years, the pace has definitely picked up. Today, the financial planning profession has never been more exciting and challenging at the same time. For those who are joining our profession and beginning the journey, or for those who are deep in it, you will find many worthwhile nuggets of wisdom in Jeff's book that will be of great value to you, helping you either set your course or improve your course.

Vincent Rossi, CFP, President and Chief Investment Officer, Intelligent Capitalworks

Jeffrey H. Rattiner

Copyright 2021 by Jeffrey H. Rattiner. All rights reserved.

Published by John Wiley & Sons, Inc., Hoboken, New Jersey.
Published simultaneously in Canada.

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Library of Congress Cataloging-in-Publication Data:

Names: Rattiner, Jeffrey H., 1960 author.