LEADER 00000nim a22004695a 4500 003 MWT 005 20191125060439.0 006 m o h 007 sz zunnnnnuned 007 cr nnannnuuuua 008 180713s2017 xxunnn es i n eng d 020 9781469037134 (sound recording : hoopla Audio Book) 020 1469037130 (sound recording : hoopla Audio Book) 029 https://d2snwnmzyr8jue.cloudfront.net/ gil_9781469037134_180.jpeg 028 42 MWT12161920 037 12161920|bMidwest Tape, LLC|nhttp://www.midwesttapes.com 040 Midwest|erda 082 04 332.024/01|223 099 eAudiobook hoopla 099 eAudiobook hoopla 100 1 Sestina, John E.,|eauthor. 245 10 Planning a successful future :|bmanaging to be wealthy for individuals and their advisors|h[Hoopla electronic resource] /|cJohn E. Sestina. 250 Unabridged. 264 1 [United States] :|bGildan Media,|c2017. 264 2 |bMade available through hoopla 300 1 online resource (1 audio file (420 min.)) :|bdigital. 336 spoken word|bspw|2rdacontent 337 computer|bc|2rdamedia 338 online resource|bcr|2rdacarrier 344 digital|hdigital recording|2rda 347 data file|2rda 506 Digital content provided by hoopla. 511 0 Read by Steven Menasche. 520 FROM THE FATHER OF FEE-ONLY FINANCIAL PLANNING-THE ACTION GUIDE TO FINANCIAL SECURITY Planning a Successful Future gives financial planners and their clients everything they need to create customized financial plans to fund all the goals in their lives. Financial planning is a complex practice with many variables to analyze and unpredictable forces that can derail the best-laid plans in a matter of hours. A successful financial strategy starts with unbiased, customer-focused advice like the kind you'll get inside from legendary advisor John Sestina, who has profited solely with his clients' fees for fifty years. Expert guidance, illustrative examples of covered concepts working in the real world, and simplifying worksheets put a secure financial future within reach by showing you how to: * Identify your goals and achieve them * Create a realistic and goal-based financial plan * Take an informed, proactive approach to your finances * Allocate investments to fully achieve your goals * Start making the best decisions for your financial future now with Planning a Successful Future. 538 Mode of access: World Wide Web. 650 0 Finance, Personal. 650 0 Portfolio management. 650 0 Financial planners. 700 1 Menasche, Steven,|enarrator. 710 2 hoopla digital. 856 40 |uhttps://www.hoopladigital.com/title/ 12161920?utm_source=MARC|zInstantly available on hoopla. 856 42 |zCover image|uhttps://d2snwnmzyr8jue.cloudfront.net/ gil_9781469037134_180.jpeg