Planning a Successful Future
Managing to Be Wealthy for Individuals and Their Advisors
Failed to add items
Add to cart failed.
Add to wishlist failed.
Remove from wishlist failed.
Follow podcast failed
Unfollow podcast failed
New to Audible Prime Member exclusive: 2 credits with free trial
Planning a Successful Future
Buy Now for ₹656.00
No valid payment method on file.
We are sorry. We are not allowed to sell this product with the selected payment method
-
Narrated by:
-
Steven Menasche
-
Written by:
-
John E. Sestina
About this listen
From the father of Fee-Only Financial Planning - the action guide to financial security.
Planning a Successful Future gives financial planners and their clients everything they need to create customized financial plans to fund all the goals in their lives.
Financial planning is a complex practice with many variables to analyze and unpredictable forces that can derail the best-laid plans in a matter of hours. A successful financial strategy starts with unbiased, customer-focused advice like the kind you'll get inside from legendary advisor John Sestina, who has profited solely with his clients' fees for 50 years. Expert guidance, illustrative examples of covered concepts working in the real world, and simplifying worksheets put a secure financial future within reach by showing you how to:
- Identify your goals and achieve them
- Create a realistic and goal-based financial plan
- Take an informed, proactive approach to your finances
- Allocate investments to fully achieve your goals