Fee-only Financial Planning by John E. Sestina
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Fee-only Financial Planning
By John E. Sestina

Fee-only Financial Planning

How to Make it Work for You

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Format: Hardback

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Fee-only Financial Planning by John E. Sestina

Book Description

J.K. Lasser Pro(TM) Before You Plan, Consult J.K.Lasser Innovative Planning That Benefits Professionals and Clients What does it take to be a successful fee-only financial planner? According to John Sestina, acclaimed "father of fee-only financial planning," the only special qualifications are a genuine desire to help people, an ability to listen, and a commitment to lifelong learning. Fee-Only Financial Planning introduces financial planners to the newest, fastest-growing niche in the financial planning field-fee for service rather than commission-based planning. Fee-only planning is attractive to the growing number of clients who want to avoid the long-term payments, lack of objectivity, limited choices, or conflict of interest that can occur with a commission-based payment structure. In his comprehensive how-to guide and easy-to-use reference, John Sestina provides in-depth coverage of the financial planning field. He covers such topics as: The advantages and disadvantages of fee-only planning for both client and planner Making the transition from commission-based to fee-based planning Building a profitable practice with varied client bases Tailoring to your own work style the system Sestina developed over 35 years of successful private practice Developing and maintaining productive client relationships For professionals wondering whether fee-only financial planning is in their future, or for anyone in financial services who wants to stay current, Fee-Only Financial Planning is an eye-opening introduction to one of the financial world's freshest, richest entrepreneurial careers.

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Book Details

ISBN: 9780471388081
ISBN-10: 0471388084
Format: Hardback
(239mm x 169mm x 22mm)
Pages: 256
Imprint: John Wiley & Sons Inc
Publisher: John Wiley and Sons Ltd
Publish Date: 23-Mar-2001
Country of Publication: United States

Other Editions...

Books By Author John E. Sestina

Planning a Successful Future by John E. Sestina Planning a Successful Future, Hardback (March 2016)

A deeply insightful guide to goal-based financial planning and wealth management Planning a Successful Future empowers advisors and clients to take control of their money and manage their income to achieve their financial goals.

» View all books by John E. Sestina


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Author Biography - John E. Sestina

JOHN E. SESTINA, CFP, ChFC, a financial planner in private practice since 1965, is nationally recognized as the father of fee-only financial planning. A popular speaker, he cofounded the National Association of Personal Financial Advisors and its predecessor, the Society of Independent Financial Advisors. Mr. Sestina is President of John E. Sestina and Company and creator of The Sestina Network of Fee-Only Financial Planning Professionals.

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