Customer Reviews

How to Become A Successful Financial Consultant

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4 star:		(3)
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You're in mid-career and you're investigating a switch to the new industry of financial services. You know a few people in the industry but are looking for some good sources of comprehensive information. This is it.

Jim Ainsworth lays it all out. If you want to know what to expect, this is it. Get the book, you won't regret it.

The author's background is a small town CPA, which may account for his no BS approach. Simple (not simplistic) straightforward solid advice for anyone wishing to start a financial advisory practice.

I'm have a CPA background and obtained my CFP several years ago, but never practiced financial planning, other than a brief foray working with an insurance company, which was an excercise in high pressure selling. Ugh! I wish I had this book back then!

I read this book my senior year in college. I had known for a few years that I wanted to be a financial planner, but I had many unanswered questions. This book kept it simple and answered all the questions I had. This is a definite must read for anyone considering a career in financial planning. Hopefully I can use the wisdom in this book to establish a successful financial consulting practice. Thank you Mr. Ainsworth!

This book gives a very good overview of life as a financial planner/consultant. Good for someone considering a career in the field, or new to the industry. More specific detail could be helpful, but this book is worth the money

I highly recommend this informative book. In a practical, straight forward manner it provides those considering financial planning as a career with all the tools they need to decide if this industry is for them. The fundamentals of what consultants do and how to enter the pofession are provided. By including a sample financial plan readers are able to see the power of planning in reaching a clients goals. Another topic covered better in this book than others I've read is the different ways individuals view money and how the consultant must possess good people skills if he is to be effective. Though it has been a number of years since he entered the financial services field himself, Mr. Ainsworth relates to the beginner in this beneficial book.

Ainsworth does a good job of giving an overall feel or overview of what a financial planner does. I had hoped for more detail, especially concerning what steps to take to get into the business, but this book will answer most of your basic questions and offer some advice. Worth the money if you're considering looking into financial planning.

Mr. Ainsworth does a great job of giving an overview of the financial planning marketplace, and what one can expect as a professional planner. This version is a bit dated, and I do not know if a newer revision has ever been published. Still, I believe it is a very helpful book for anyone seeking more information about the financial planning process, and career possibilities for being a part of it.

Jim Ainsworth clearly demonstrates his extensive financial consulting experience throughout this book. Much of the information is valuable, and it covers the important beginners' range of knowledge effectively. However, his 'down to earth' style is not only irritating, it actually makes the book painful to read. Good written English is not always the same as good spoken English. Surely the man is a succesful financial consultant, but that doesn't make him a good writer. It just goes to show that in a hot, growing industry like financial consulting a book written by a 'qualified' author will sell even if it is poorly written.

Jim Ainsworth clearly demonstrates his extensive financial consulting experience throughout this book. Much of the information is valuable, and it covers the important beginners' range of knowledge effectively. However, his 'down to earth' style is not only irritating, it actually makes the book painful to read. Good written English is not always the same as good spoken English. Surely the man is a succesful financial consultant, but that doesn't make him a good writer. It just goes to show that in a hot, growing industry like financial consulting a book written by a 'qualified' author will sell even if it is poorly written.

*A good book of guidelines for the undecided about becoming a financial consultant, planner?