Rattiner's Secrets of Financial Planning
From Running Your Practice to Optimizing Your Client's Experience
Created by Jeffrey H. Rattiner
Explore how to run a successful financial planning practice while delivering top-notch advice to clients. Learn to balance firm operations with effective client engagement and communication. Gain practical skills that connect technical expertise to real-world client needs.
Wiley | Sep 2026 | 384 min
What You Will Learn
You will start by understanding the essentials of running a financial planning firm, including operations, staffing, and technology. As you progress, you'll dive into client engagement, discovery, and advice delivery. Each section connects technical knowledge to practical conversations, helping you apply what you learn directly to your client work.
Key Features
- Build a well-structured practice with strong operations and efficient workflows
- Communicate value clearly and guide clients through complex financial decisions
- Apply planning frameworks to real client scenarios across core finance topics
Target Audience
Ideal for financial planners, advisors, and practice owners with some experience who want to improve both business operations and client service. If you're looking to strengthen your management skills and deliver more effective financial advice, this course will help you build confidence and expertise.
