01898 a2200265 4500 3228 20250303094242.0 241022b sa ||||| |||| 00| 0 eng d 9780702184604 Pbk RDA 3228 English 332.0240068 ROSS Rossini, Lee Author 154392 Business management for financial planners: Lee Rossini and Johann Maree. a guide to creating a sustainable service-based financial planning business Claremont Juta & Co 2010 xiv, 294 pages colour illustrations: 25 cm Includes bibliographical references and index. Summary: 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. Adult The 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. South Africa Non-fiction 190173 650782288 Johann Maree, Nicolene van Loggerenberg 191504 ddc BOOK 12663 Priscilla Nozizwe Mogale 760896 760895 0 0 0 0 SAKHL SAKHL Non_Fiction 2023-11-22 0 332.0240068 ROSS 33228031160558 2023-11-22 2023-11-22 BOOK 0 0 ddc 0 0 KAMHL KAMHL 2024-10-22 0 332.0240068 ROSS 3322803179274 2024-10-22 2024-10-22 BK 0 0 ddc 0 0 300 MKHUL MKHUL Non_Fiction 2025-01-28 332.0240068 ROSS 33228 022535247 2025-01-28 2025-01-28 BOOK