Business management for financial planners: a guide to creating a sustainable service-based financial planning business
Lee Rossini and Johann Maree.
- Claremont Juta & Co 2010
- xiv, 294 pages colour illustrations: 25 cm
Includes bibliographical references and index.
Summary: The Financial Planning Institute (FPI), which is affiliated internationally with the Financial Planning Standards Board (FPSB), has made a significant contribution to the evolution of financial planning as a profession. Financial planning is an interactive process between the adviser and his client in terms of which strategies are developed to meet financial goals and objectives.