Customer Reviews

Rattiner's Financial Planner's Bible: The Advisor's Advisor

5 star:		(2)
4 star:		(2)
3 star:		(0)
2 star:		(0)
1 star:		(0)

 

 

This is an excellent successor to Jeff's earlier book on getting started in financial planning. There is great material, but because every reader has a substantially different background, a lot of it is not immediately applicable. But the critical issue is that SOME of the very well organized checklists and tools will be precisely what the reader needs, and needs now. Some of the Bible will be very useful later. The firm-wide self-assessment survey is a great tool, as is the model business plan.

At 253 pages the material would have better fit 150 though presumably the book would then be too short to market as a "Financial Planner's Bible". Rattiner is repetitious and shamelessly self promoting. The latter, in fairness, is probably common to the genre.

Rattiner, though, is clearly a smart guy. The chapter on using Form 1040 to uncover client financial planning opportunities was meaty and insightful. There were also quite a few other interesting tidbits buried amidst the clutter.

this is a decent, well-rounded "bible" for financial planners. would have preferred a little more meat in the marketing section, a little more depth. and the other reviewer is correct about the need for better editing.

An accomplished professional, Rattiner knows his stuff. Worthwhile investment for those starting out in the financial services arena.