2
0
Support the library.
Your support helps keep books free for everyone ❤️
📍 Noticed
Life Centered Financial Planning: How to Deliver Value That Will Never Be Undervalued
by Mitch Anthony
Sponsored
Synopsis
Bring your financial planning to life by bringing life to your financial planning.Life-Centered Financial Planning: How to Deliver Value That Will Never Be Undervalued shows financial planners and advisors how to radically improve the service they provide to their clients ...
Bring your financial planning to life by bringing life to your financial planning.
Life-Centered Financial Planning: How to Deliver Value That Will Never Be Undervalued shows financial planners and advisors how to radically improve the service they provide to their clients by tying their decisions and strategies to their clients' life events, stages, and goals.
Written by distinguished financial professionals Mitch Anthony and Paul Armson, Life-Centered Financial Planning provides readers with practical advice and concrete strategies to revolutionize their organization and client service by:
- Focusing on what matters most to clients, rather than maximizing assets under management or pushing products
- Understanding that a strong financial plan means more than simply accumulating as much money as possible
- Building a business model that is good for everyone involved: the financial advisor, clients, and the organization
- Moving from being a commodity to being your client's trusted advisor
The book is perfect for any financial planner or advisor who wishes to adapt to the radical redefinition of financial services taking place today.
Life-Centered Financial Planning: How to Deliver Value That Will Never Be Undervalued shows financial planners and advisors how to radically improve the service they provide to their clients by tying their decisions and strategies to their clients' life events, stages, and goals.
Written by distinguished financial professionals Mitch Anthony and Paul Armson, Life-Centered Financial Planning provides readers with practical advice and concrete strategies to revolutionize their organization and client service by:
- Focusing on what matters most to clients, rather than maximizing assets under management or pushing products
- Understanding that a strong financial plan means more than simply accumulating as much money as possible
- Building a business model that is good for everyone involved: the financial advisor, clients, and the organization
- Moving from being a commodity to being your client's trusted advisor
The book is perfect for any financial planner or advisor who wishes to adapt to the radical redefinition of financial services taking place today.
You May Also Like
The Unofficial Disney Challenge Guide : Transform Your Park Days with Magical Missions, Scorecards, and Adventure
Ellie Callahan
The Dodger: DJ Carey and the Great Betrayal
Eimear Ní Bhraonáin
Critical Role: Vox Machina Origins Volume IV
Jody Houser
Reckless (Bastards of Grove Hill #1)
Zepphora
Poetics (Translated by Ingram Bywater with a Preface by Gilbert Murray)
Aristotle
Storyland: A New Mythology of Britain
Amy Jeffs
Poetry Picks
View All
The Wren, the Wren
Anne Enright
Dr. Seuss's How the Grinch Lost Christmas!
Alastair Heim
The Words We Keep
Erin Stewart
Soil: The Story of a Black Mother's Garden
Camille T. Dungy
The Boy, The Mole, The Fox and The Horse - The Animated Story
Charlie Mackesy
A Little Devil in America: Notes in Praise of Black Performance
Hanif Abdurraqib
