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

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

141952108X

ISBN-13:

9781419521089

Author(s): Anthony, Mitch
Edition: 2
Released: Nov 01, 2005
Format: Hardcover, 272 pages
to view more data

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.

Low Price Summary






Top Bookstores


























We're an Amazon Associate. We earn from qualifying purchases at Amazon and all stores listed here.

DISCLOSURE: We're an eBay Partner Network affiliate and we earn commissions from purchases you make on eBay via one of the links above.

Want a Better Price Offer?

Set a price alert and get notified when the book starts selling at your price.

Want to Report a Pricing Issue?

Let us know about the pricing issue you've noticed so that we can fix it.