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So You Want To Be A Financial Planner: Your Guide To A New Career (Eighth Edition)
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Finally, together in one place, a comprehensive step-by-step process for launching your career as a financial planner. Here is everything you need to know – from getting the right credentials to getting the right clients. Over the next few decades, billions of dollars will be changing hands as millions of Baby Boomers retire. Learn how you can play an important role in ensuring the financial health of future generations! The 8th edition of So You Want to Be a Financial Planner is chock full of actionable tips to jump-start your career, including dozens of valuable new resources from proven business models and state of the art technology. Over 100 current links point the way to blogs and websites of giants in the industry, putting you on the cutting edge of today’s thriving financial planning profession. Follow updated case histories from more than two dozen successful financial planners. You’ll see yourself in one of their stories and know the steps to take to start your journey, while circumventing the mistakes they made. Learn which organizations will enhance your career, and which to avoid. Discover how to navigate the regulatory jungle with usable ‘how to’ guidance, including specific sources to get you educated, registered and up and running a profitable business as soon as possible.

File Size: 940 KB

Print Length: 280 pages

Publication Date: August 10, 2015

Sold by:  Digital Services LLC

Language: English

ASIN: B013Q76494

Text-to-Speech: Enabled

X-Ray: Not Enabled

Word Wise: Enabled

Lending: Not Enabled

Enhanced Typesetting: Not Enabled

Best Sellers Rank: #823,189 Paid in Kindle Store (See Top 100 Paid in Kindle Store) #159 in Books > Business & Money > Industries > Financial Services #1083 in Kindle Store > Kindle eBooks > Education & Teaching > Teacher Resources > Professional Development #5118 in Books > Education & Teaching > Schools & Teaching > Certification & Development

The financial planning profession is a wonderful, much-needed one -- but for far too long, there hasn't been much direction or advice for next generation talent interested in pursuing a financial planning career. There aren't widely-available answers to the tough questions about how to start or get your foot in the door as an advisor who really cares about financial planning for clients they care about. Resources are scarce and it's not always easy to find a mentor to help understand how to break into the profession and succeed in the industry.With So You Want to Be a Financial Planner, Nancy Langdon Jones covers just about every angle of the topic that anyone looking to enter this industry will want to get familiar with. Nancy provides answers, ideas, and solutions for people eager to start down this career track, and gives countless resources to follow up on when you're ready to ask more advanced questions and dive deep into complicated topics like starting your own firm.This is a must-read for anyone considering a career change, looking to transition to financial planning from another position within the financial industry, or currently pursuing higher education in financial planning. I'm excited Nancy has put together this comprehensive guide -- it gives future financial planners the excellent start they need to succeed.

This is THE guide if you're thinking about switching career fields to becoming a Financial Planner. I personally bought this book about 2 editions ago and continue to get the updated versions. Since purchasing, I have completed nearly all the coursework for my CFP certification and right now I'm in the process of getting registered with the state to start my own RIA. It's been a long journey but Nancy's book has given me honest and clear guidance every step of the way. Even after 2 years of having this guide, just last week I brought it back out to get some help on a subject I needed help with. As someone who has a library of books on entering and being successful in this field, I can say you will not get a more honest, kind author in Nancy Langdon Jones to help you get started with your journey.

Fabulous objective view of the Financial Planning business. Wished I would have found it years ago... and saved myself a lot of trial and error.

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