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

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Your Clients for Life: The Definitive Guide to Becoming a Successful Financial Planner image
ISBN-10:

0793149541

ISBN-13:

9780793149544

Author(s): Anthony, Mitch
Released: Jan 01, 2002
Publisher: Kaplan Business
Format: Hardcover, 272 pages
Related ISBN: 9781419521089

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.

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