How to Become a Successful Financial Consultant: Making a Living Investing Other People's Money
In this extremely accessible book you will find everything you need to actively market yourself as a financial planner or consultant. With more than 30 years experience in the field, and the author of several books on the topic, Ainsworth succinctly discusses what education, certification, licenses and experience is required; what financial consultants do; how they get paid; how they can market and sell their services to find new clients; how to network; and the 10 top mistakes beginners make. Descriptions of the types of planning that most consultants deal with and various investment vehicles are interspersed throughout the text.