FPA Products and Services

December 2000
Journal of Financial Planning;Dec2000 SourceBook 2001, Vol. 13 Issue 12, p88
Academic Journal
This articles presents several books on the Financial Planning Association online reading list, as of December 2000. "2000 Planning for Retirement Distributions," by Eric Donner, Victor M. Finmann and Terry White discusses how to advise these clients on a host of hot issues. Book includes forms and checklists on CD-ROM. "Values-Based Estate Planning: A Step-by-Step Approach to Wealth Transfer for Professional Advisors," by Scott C. Fithian equips planners and financial advisors to help clients tackle this important process once and for all. According to "Storyselling for Financial Advisors: How Top Producers Sell," by Scott West and Mitch Anthony, financial professionals ask open-ended questions, and listen intently to clients' stories, histories, and backgrounds to elicit valuable information and make deep human connections. "The Seven Stages of Money Maturity: Understanding the Spirit and Value of Money in Your Life," by George Kinder combines the philosophical and the practical to help the readers broaden their understanding of the overall role that money plays in life from childhood onward. "Getting Started As a Financial Planner," by Jeffrey H. Rattiner is a complete guide through the preparation of a business and marketing plan to choosing the right legal structure and compensation model through the development of an effective infrastructure and client management system for the practice.


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