Fee-Only Financial Planning (PDF)

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 financialplanning," the only special qualifications are a genuine desire tohelp people, an ability to listen, and a commitment to lifelonglearning.

Fee-Only Financial Planning introduces financial planners to thenewest, fastest-growing niche in the financial planning field-feefor service rather than commission-based planning. Fee-onlyplanning is attractive to the growing number of clients who want toavoid the long-term payments, lack of objectivity, limited choices,or conflict of interest that can occur with a commission-basedpayment structure.

In his comprehensive how-to guide and easy-to-use reference, JohnSestina provides in-depth coverage of the financial planning field.He covers such topics as:
* The advantages and disadvantages of fee-only planning for bothclient and planner
* Making the transition from commission-based to fee-basedplanning
* Building a profitable practice with varied client bases
* Tailoring to your own work style the system Sestina developedover 35 years of successful private practice
* Developing and maintaining productive client relationships

For professionals wondering whether fee-only financial planning isin their future, or for anyone in financial services who wants tostay current, Fee-Only Financial Planning is an eye-openingintroduction to one of the financial world's freshest, richestentrepreneurial careers.