The art and science of what it takes to be a successful Financial Planner! Only after immersion in the business and exposure to the full extent of what Financial Planning encompasses can someone understand the degree of work and the levels of reward experienced by Financial Planners. Financial recompense, client gratitude, and the satisfaction of participating in the lives of families and witnessing their evolution and positive financial growth is very gratifying. Each of the people interviewed for this book invoke the very best character and dedication to their craft and to their clients. For the first time, 25 unique perspectives shed new light on what it takes to succeed in the competitive field of financial planning. Features intimate interviews with: FINANCIAL PLANNERS -Don Barton -Larry Carroll -Dick Coe -Michael Curtis -Vinton Fountain -Steve Girard -John Grillo -Sheldon Harber -Lorraine Hart -Lisa Heath -Bryan Kelly -Greg Makowski -Chris McGrath and Josh Schwartz -Harris Nydick -Cheryl Patterson -Dave Petso -Jim Regitz -Jared Roskelley -Darin Shebesta -Gerald Steffes -Keith Wetjen FINANCIAL PLANNERS/EDUCATORS -Henrietta Nye -Jeff Rattiner -Joel Weiner INDEPENDENT BROKER DEALER EXECUTIVE -Amy Webber
The art and science of what it takes to be a successful Financial Planner! Only after immersion in the business and exposure to the full extent of what Financial Planning encompasses can someone understand the degree of work and the levels of reward experienced by Financial Planners. Financial recompense, client gratitude, and the satisfaction of participating in the lives of families and witnessing their evolution and positive financial growth is very gratifying. Each of the people interviewed for this book invoke the very best character and dedication to their craft and to their clients. For the first time, 25 unique perspectives shed new light on what it takes to succeed in the competitive field of financial planning. Features intimate interviews with: FINANCIAL PLANNERS -Don Barton -Larry Carroll -Dick Coe -Michael Curtis -Vinton Fountain -Steve Girard -John Grillo -Sheldon Harber -Lorraine Hart -Lisa Heath -Bryan Kelly -Greg Makowski -Chris McGrath and Josh Schwartz -Harris Nydick -Cheryl Patterson -Dave Petso -Jim Regitz -Jared Roskelley -Darin Shebesta -Gerald Steffes -Keith Wetjen FINANCIAL PLANNERS/EDUCATORS -Henrietta Nye -Jeff Rattiner -Joel Weiner INDEPENDENT BROKER DEALER EXECUTIVE -Amy Webber
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