How to Become a Successful Financial Consultant

From the Inside Flap

How to become a Successful Financial Consultant Written by Jim Ainsworth, a financial planning professional with 30 years in the business, this valuable guide provides professionals interested in making the move into financial consulting with everything they need to know to make a living investing other people’s money. Drawing on his personal experiences and those of colleagues across North America, Ainsworth covers all the bases. He begins by describing the three major groups of financial planners and the seven different styles of asset management and helps you to decide which is fight for you. You find out all about the various types of financial planning that most consultants deal with–including estate planning, retirement planning, and family financial planning–and the best investment vehicles currently available. Ainsworth then cuts to the chase and provides the nuts-and-bolts information you need to make it as a financial adviser. Writing in a down-to-earth style, he tells you what type of education and experience you need to become an effective financial consultant, how to become licensed, how to get started in business, how to set fees and receive compensation, how to market your services and promote different financial instruments, and much more. He shows you how to develop a surefire success plan, and he supplies expert advice and guidance on how to avoid the top 10 beginners’ mistakes. Throughout this book, Ainsworth advocates taking a holistic approach to financial planning–one that takes into consideration not just people’s differing needs, but their contrasting attitudes about money and investments. To that end, he provides insightful profiles of the different types of “money personalities” in the financial world and shows you how to identify and successfully work with each type. How to Become a Successful Financial Consultant is your complete guide to making it in today’s fastest growing sector of the consulting market. –This text refers to the hardcover edition.

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