A deeply insightful guide to goal-based financial planning and wealth management Planning a Successful Future empowers advisors and clients to take control of their money and manage their income to achieve their financial goals.
Fee-only financial planning is explored as a growing niche that prioritizes client interests over commission-based models. John Sestina, a pioneer in this field, emphasizes the importance of empathy, active listening, and continuous learning for success. The book serves as a comprehensive guide for financial planners, detailing the benefits and challenges of fee-only services, strategies for transitioning from commission-based practices, and tips for building a diverse client base. It is an essential resource for professionals seeking to adapt to evolving client needs and enhance their practices.