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Getting Started in Financial Consulting by Edward J. Stone

Getting Started in Financial Consulting

by Edward J. Stone
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Book cover type: Paperback
  • ISBN13: 9780471348146
  • Binding: Paperback
  • Subject: N/A
  • Publisher: Wiley
  • Publisher Imprint: Wiley
  • Publication Date:
  • Pages: 304
  • Original Price: USD 32.0
  • Language: English
  • Edition: N/A
  • Item Weight: 427 grams
  • BISAC Subject(s): Finance / General, Consulting, and Investments & Securities / General

From the Back Cover
Comprehensive Coverage
Completely Up-to-date!

A detailed road map for getting started as an independent financial consultant

Each year, thousands of people from all walks of life leave the security of their nine-to-five jobs to pursue careers as independent financial consultants. For a great many of them, the experience is financially and personally rewarding beyond their expectations. If you, too, are thinking about taking the big leap into becoming a financial consultant, but you aren't sure how to go about it, this book is for you.

How can I be sure that financial consulting is right for my personality? What kinds of training and skills do I need to succeed, and how do I get them? What special licenses or certification are required? How do I find clients and build lasting relationships with them? With the help of first-person accounts from successful financial consultants from across the country, expert Edward J. Stone provides complete answers to these and all your questions concerning:
* Acquiring and honing key skills, including the all-important "people" skills
* Organizing and structuring your business
* Indispensable software tools
* Services you can offer clients and why you should specialize
* Marketing your services, targeting clients, and building a solid core clientele
* Why you should become certified and how to go about it
* Profiling clients and drawing up formal financial plans
* Dealing with state and federal regulations
* Contracts and key legal considerations
* Surviving in a down market

Edward J. Stone has been a full-time consultant, specializing in the financial and business computing industries, for more than a decade. He is the editor of the Journal of Corporate Accounting and Finance, and the editor/writer of the newsletter Banks in Insurance Report.

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