000			01898 a2200265 4500
003			3228
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008			241022b sa ||||| |||| 00| 0 eng d
020			_a9780702184604 _qPbk
040			_aRDA _c3228 _bEnglish
082			_a332.0240068 ROSS
100			_aRossini, Lee _eAuthor _9154392
245			_aBusiness management for financial planners: _cLee Rossini and Johann Maree. _ba guide to creating a sustainable service-based financial planning business
260			_aClaremont _bJuta & Co _c2010
300			_axiv, 294 pages _bcolour illustrations: _c25 cm
504			_aIncludes bibliographical references and index.
520			_aSummary: 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.
521			_aAdult
650			_2The fundamentals of financial planning. -- The financial planning environment. -- A global perspective on financial planning. -- Requirements of a successful financial planner. -- The non-negotiable aspects of financial planning. -- Implementing changes. -- Financial planning as a professional service. -- The foundations of a service-based business. -- Clients -- the number one priority. -- Service design. -- Service delivery. -- Marketing to an existing client base and attracting new clients. -- The financial aspects of a business. -- Risk and business continuity planning. -- Exiting a business. -- Other important issues.
651			_aSouth Africa
655			_aNon-fiction _9190173
690			_2650782288
700			_aJohann Maree, Nicolene van Loggerenberg _9191504
942			_2ddc _cBOOK _y12663 _zPriscilla Nozizwe Mogale
999			_c760896 _d760895