Getting Started in Financial ConsultingISBN: 978-0-471-34814-6
Paperback
304 pages
April 2000
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Skills and Training.
Investment Adviser or Personal Financial Planner?
Setting Up Your Practice.
Services to Offer.
Specialized Niches.
Contracts and Others Legal Considerations.
Tools of the Trade.
Building a Clientele.
Should You Sell Products?... And Other Ethical Issues.
Other Income Sources.
Surviving in a "Down" Market.
Appendix.
Index.
Investment Adviser or Personal Financial Planner?
Setting Up Your Practice.
Services to Offer.
Specialized Niches.
Contracts and Others Legal Considerations.
Tools of the Trade.
Building a Clientele.
Should You Sell Products?... And Other Ethical Issues.
Other Income Sources.
Surviving in a "Down" Market.
Appendix.
Index.