Getting Started in Financial Consulting - 20 CPE Credit Hours
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Getting Started in Financial Consulting
Each year, thousands of people from all walks of life leave the security of their nine-to-five jobs to pursue careers as independent financial consultants. For a great many of them, the experience is financially and personally rewarding beyond their expectations.
If you, too, are thinking about taking the big leap into becoming a financial consultant, but you aren't sure how to go about it, this book is for you. How can I be sure that financial consulting is right for my personality? What kinds of training and skills do I need to succeed, and how do I get them? What special licenses or certification are required? With the help of first-person accounts from successful financial consultants from across the country, expert Edward J. Stone provides complete answers to these and all your questions concerning:
- Organizing and structuring your business
- Indispensable software tools
- Services you can offer clients and why you should specialize
- Marketing your services, targeting clients, and building a solid core clientele
- Dealing with state and federal regulations