ENGLISH

Your Clients for Life: The Definitive Guide to Becoming a Successful Financial Planner

By Mitch Anthony

Book information

Year
2002
ISBN
0793149541, 9780793149544
Open Library ID
OL7812385M
Language
english
Format
PDF
Filesize
926 kB (948426 bytes)
Pages
272\271
Topic
Economy
Scanned
yes
Time added
2011-06-04 13:46:07

Description

New trend in financial planning pays dividends for advisors who can deliver holistic life guidance. Helping clients use their money to make a life rather than using their lives to make money is the new paradigm for financial planners. Your Clients for Life is the definitive "how to" book on the revolutionary and lucrative trend of "Financial Life Planning". "Financial Life Planning" is an innovative, lifestyle centered approach that helps clients clarify goals in all areas of their lives and design a financial strategy to support them. The payoff for advisors is a more lucrative practice built on lifetime client relationships. In Your Clients for Life, financial industry experts Mitch Anthony (with contributions from Barry LaValley and Carol Anderson) supplies the guidance and strategies advisors need to serve clients in this more holistic manner.

Similar books