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E-book

Protecting Your Practice

Katherine Vessenes with International Association for Financial Planning
ISBN: 978-0-470-88467-6
E-book
512 pages
June 2010
US $41.99 Purchase This E-book

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"Katherine Vessenes has written a lively, informative guide that underscores the most important element of successful financial planning: When you keep your clients happy, you keep your clients. Whether you've been a financial planner for years or are new to the profession, you'll find Protecting Your Practice an essential addition to your professional library."
—Thomas W. Johnson
Executive Editor, Financial Planning

"There's no part of being a financial adviser that's less understood, or more troubling, than the legalities of registering with the SEC and client relations. Protecting Your Practice offers that rare kind of technical writing that combines a voice of authority and knowledge that comes from years of dealing with these issues, with an unmistakable understanding of how readers feel about the situations they face. It makes the challenge of being a financial adviser easier."
—Robert Clark
Editor in Chief, Investment Advisor

"Not only did I enjoy reading this book, it was enlightening as well. This is the most definitive guide on the subject of protecting your practice. If you do not read it, you do so at your own peril!"
—Stewart H. Welch, III, CFP, ChFC, AEP
The Welch Group