So You Want to Be a Financial Planner

So You Want to Be a Financial Planner
Author: Nancy Langdon Jones Cfp(r)
Publisher:
Total Pages: 280
Release: 2015-08-10
Genre:
ISBN: 9780985259426

Finally, together in one place, a comprehensive step-by-step process for launching your career as a financial planner. Here is everything you need to know - from getting the right credentials to getting the right clients. Over the next few decades, billions of dollars will be changing hands as millions of Baby Boomers retire. Learn how you can play an important role in ensuring the financial health of future generations! The 8th edition of So You Want to Be a Financial Planner is chock full of actionable tips to jump-start your career, including dozens of valuable new resources from proven business models and state of the art technology. Over 100 current links point the way to blogs and websites of giants in the industry, putting you on the cutting edge of today's thriving financial planning profession. Follow updated case histories from more than two dozen successful financial planners. You'll see yourself in one of their stories and know the steps to take to start your journey, while circumventing the mistakes they made. Learn which organizations will enhance your career, and which to avoid. Discover how to navigate the regulatory jungle with usable 'how to' guidance, including specific sources to get you educated, registered and up and running a profitable business as soon as possible.

Your Clients for Life

Your Clients for Life
Author: Mitch Anthony
Publisher: Dearborn Trade Publishing
Total Pages: 280
Release: 2002
Genre: Business & Economics
ISBN: 9780793149544

The financial planing profession is undergoing a transformation from the historical approach of transactions and straight asset accumulation to an integrated financial and life planning strategy for customers. Your Clients for Life: The Definitive Guide to Becoming a Successful Financial Life Planner is a roadmap that financial planners can use to understand how to make the connection between financial planning and life planning. Its premise is that advisors of the future will need to deal more with money as an element of a client's life that cannot be viewed alone.

The Wedding Book

The Wedding Book
Author: Mindy Weiss
Publisher: Workman Publishing Company
Total Pages: 497
Release: 2016-09-06
Genre: Reference
ISBN: 0761189793

The Idea Book. The How-to Book. The Everything Book. It’s the ultimate wedding planning bible from the ultimate wedding planner. From getting engaged to getting to the altar to taking off for your honeymoon to preserving the memories forever, this is the book to help you bring your dream wedding to life, no matter how big or small your budget. The Wedding Book is: Your fashion consultant, menu planner, etiquette expert, and floral designer An insider source for stretching budgets and negotiating contracts A digital-savvy friend for making the most of Instagram, Etsy, Pinterest, and wedding planning websites and apps A wise shoulder to lean on when sticky family issues come up Whatever the subject—cakes, stationery, dress shopping, lingerie, tents, Uber, insurance, porta-potties, party favors, the toasts, looking great in photos, tipping, and thank-you notes—The Wedding Book has the answer. Includes lists, schedules, budgeting tools, and timelines.

The Financial Peace Planner

The Financial Peace Planner
Author: Dave Ramsey
Publisher: Penguin
Total Pages: 292
Release: 1998-01-01
Genre: Business & Economics
ISBN: 9780140264685

Get out of debt and stay out with the help of Dave Ramsey, the financial expert who has helped millions of Americans control their money The Financial Peace Planner may be the most valuable purchase you ever make. Dave Ramey's practical regimen, based on his own personal experience with debt, offers hard-won advice and much needed hope to people who find themselves in serious debt and desperate for a way out. This book comes in a workbook format, allowing you to frequently monitor your progress and, most importantly, to face your situation honestly. Loaded with inspirational insights that come from personal experience, this set of books will be life changing for any debt-ridden readers. You'll find help on how to: • Assess the urgency of your situation • Understand where your money's going • Create a realistic budget • Dump your debt • Clean up your credit rating

The Prairie Homestead Cookbook

The Prairie Homestead Cookbook
Author: Jill Winger
Publisher: Flatiron Books
Total Pages: 538
Release: 2019-04-02
Genre: Cooking
ISBN: 1250305942

Jill Winger, creator of the award-winning blog The Prairie Homestead, introduces her debut The Prairie Homestead Cookbook, including 100+ delicious, wholesome recipes made with fresh ingredients to bring the flavors and spirit of homestead cooking to any kitchen table. With a foreword by bestselling author Joel Salatin The Pioneer Woman Cooks meets 100 Days of Real Food, on the Wyoming prairie. While Jill produces much of her own food on her Wyoming ranch, you don’t have to grow all—or even any—of your own food to cook and eat like a homesteader. Jill teaches people how to make delicious traditional American comfort food recipes with whole ingredients and shows that you don’t have to use obscure items to enjoy this lifestyle. And as a busy mother of three, Jill knows how to make recipes easy and delicious for all ages. "Jill takes you on an insightful and delicious journey of becoming a homesteader. This book is packed with so much easy to follow, practical, hands-on information about steps you can take towards integrating homesteading into your life. It is packed full of exciting and mouth-watering recipes and heartwarming stories of her unique adventure into homesteading. These recipes are ones I know I will be using regularly in my kitchen." - Eve Kilcher These 109 recipes include her family’s favorites, with maple-glazed pork chops, butternut Alfredo pasta, and browned butter skillet corn. Jill also shares 17 bonus recipes for homemade sauces, salt rubs, sour cream, and the like—staples that many people are surprised to learn you can make yourself. Beyond these recipes, The Prairie Homestead Cookbook shares the tools and tips Jill has learned from life on the homestead, like how to churn your own butter, feed a family on a budget, and experience all the fulfilling satisfaction of a DIY lifestyle.

Make Art Every Day

Make Art Every Day
Author: Katie Vernon
Publisher:
Total Pages: 35
Release: 2017-12-26
Genre: Art
ISBN: 1631593366

"Visualize your creative goals with To Do: Make Art Every Day life planner, then make them a reality. This 52-week calendar and sticker set, written and beautifully illustrated by artist Katie Vernon, guides aspiring artists as they learn about, plan for, engage in, and nurture their creative practice. Your art journey opens with guidance on basic hand lettering and writing techniques, mark-making in pencil, pen, and marker, working with color, and handling watercolor and acrylic paints. The weekly format makes it easy to start your creative year at any time. Each week offers 2 to 3 mini-exercises, and basic art techniques, like drawing a simple flower or painting a landscape in watercolor. Plus, this motivational planner includes 500 stickers to encourage you to Take Quiet Time, Make an Art Date, and Explore Something New"--

The Lazy Genius Way

The Lazy Genius Way
Author: Kendra Adachi
Publisher: WaterBrook
Total Pages: 242
Release: 2020
Genre: Psychology
ISBN: 0525653910

Be productive without sacrificing peace of mind using Lazy Genius principles that help you focus on what really matters and let go of what doesn't. If you need a comprehensive strategy for a meaningful life but are tired of reading stacks of self-help books, here is an easy way that actually works. No more cobbling together life hacks and productivity strategies from dozens of authors and still feeling tired. The struggle is real, but it doesn't have to be in charge. With wisdom and wit, the host of The Lazy Genius Podcast, Kendra Adachi, shows you that it's not about doing more or doing less; it's about doing what matters to you. In this book, she offers fourteen principles that are both practical and purposeful, like a Swiss army knife for how to be a person. Use them in combination to "lazy genius" anything, from laundry and meal plans to making friends and napping without guilt. It's possible to be soulful and efficient at the same time, and this book is the blueprint. The Lazy Genius Way isn't a new list of things to do; it's a new way to see. Skip the rules about getting up at 5 a.m. and drinking more water. Let's just figure out how to be a good person who can get stuff done without turning into The Hulk. These Lazy Genius principles--such as Decide Once, Start Small, Ask the Magic Question, and more--offer a better way to approach your time, relationships, and piles of mail, no matter your personality or life stage. Be who you already are, just with a better set of tools.

Everything You Need to Know When I'm Gone - End of Life Planner for Affairs and Last Wishes

Everything You Need to Know When I'm Gone - End of Life Planner for Affairs and Last Wishes
Author: Ava Brinley
Publisher:
Total Pages: 52
Release: 2019-02-23
Genre:
ISBN: 9781797877235

Give the gift of peace of mind to your loved ones. Everything You Need to Know When I'm Gone is a simple and easy to use, fill-in-the-blank planning guide. This 52 page booklet has room for all of the most important things that your family and friends will need to know in the event of your death. It is intended to relieve the burden from family members who would otherwise have to gather this information themselves during their time of grief. There is also space for your own personal reflections and messages. personal details financial information account numbers internet logins and passwords list of contacts arrangements for your remains and funeral wishes instructions for dependents, pets and belongings practical information like where you keep your records and keys messages for friends and family final thoughts At 52 pages, this planner is just the right length to not be overwhelming for the person filling it out, or for the reader. It is designed to contain just the right amount of space for the needs of the average person with extra spaces for things not covered. 8X10 inches. 52 pages. Lined spaces to write in. Softcover.

So You Want to Be a Financial Planner

So You Want to Be a Financial Planner
Author: Nancy Jones
Publisher:
Total Pages: 214
Release: 2018-08-09
Genre:
ISBN: 9781723576607

A comprehensive, step-by-step process for launching your career as a financial planner. Here is everything you need to know - from getting the right credentials to getting the right clients. Over the next few decades, billions of dollars will be changing hands as millions of Baby Boomers retire. Learn how you can play an important role in ensuring the financial health of future generations!

The Premarital Planner

The Premarital Planner
Author: Vikki Ziegler
Publisher: Imagine Publishing
Total Pages: 0
Release: 2012
Genre: Husband and wife
ISBN: 9781936140688

When couples wed, they promise to stay together "till death do us part"--but in reality, almost 50% of marriages end in divorce. How can you beat the odds and successfully nurture a long-lasting, happy, and healthy relationship? Proper pre-marital planning is the answer. Vikki Ziegler has seen it all and has extensive experience guiding couples emotionally and financially. She created this planner in order to share the lessons she's learned. There's plenty of wisdom here on how to facilitate discussion on every crucial pre-marital concern, from whether marriage is the right choice to whether or not to have children and what to do about money. Ziegler goes through the basic rules that must be followed to create a thriving union, discusses the important emotional attributes that keep a couple together, and explains how to develop good communication and listening skills. She navigates through the sensitive topic of intimacy, as well as the tough issues surrounding anger and conflict resolution. And because clashes over money can torpedo a marriage faster than almost anything else, there's plenty of in-depth attention devoted to finance, with charts and lengthy questionnaires that can eliminate nasty postnuptial surprises. Filled with interactive charts and questions for couples to answer together, plus tips and tools, THE PRE-MARITAL PLANNER provides smart answers to the fundamental matters that need to be addressed before you enter into the most important relationship in your life.