Getting Started as a Financial Planner: Revised and Updated Edition
Jeffrey H Rattiner CPA CFP
Half of the information in this book could be applied to anybody looking to start a small business. The other half is a rather general explanation of the processes that financial planners need to serve their clients. A few examples of documentation used by financial planners such as client questionnaires may interest newbies. One would be better off getting a book devoted to financial planning of which there are few of any quality and a book devoted to guiding aspiring small business owners. I just don't see how anyone could read this book and be any closer to being a competent financial planner.
