JOHN E. SESTINA, CFP, ChFC, a financial planner in private practice since 1965, is nationally recognized as the father of fee-only financial planning. A popular speaker, he cofounded the National Association of Personal Financial Advisors and its predecessor, the Society of Independent Financial Advisors. Mr. Sestina is President of John E. Sestina and Company and creator of The Sestina Network of Fee-Only Financial Planning Professionals.
Overview of Financial Planning.
Advantages of Fee-Only Planning.
Disadvantages of Fee-Only Planning.
Making the Transition.
Succeeding with the Small Client.
Establishing a System.
Developing Client Relationships.
How to Market and Survive in a Fee-Only Practice.
Structuring Your Office for Maximum Productivity.
Bringing in a Partner.
Appendix A: Confidential Questionnaire.
Appendix B: Second Set of Forms Needed.
Appendix C: Sample Worksheets.
Appendix D: Implementation Checklist.
Appendix E: Third Set of Forms Needed.
Appendix F: Client Master.