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Life Centered Financial Planning
How to Deliver Value That Will Never Be Undervalued
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Format: Hardback
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Life Centered Financial Planning
$7400
Unit price
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Unavailable
Book Hero Magic created this recommendation. While it's new and still learning, it may not be perfect - your feedback is welcome! IS THIS YOUR NEXT READ?
Book Hero Magic formatted this description to make it easier to read. While it's new and
still learning, it may not be perfect - your
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Description
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 revolutionise their organisation and client service by:
· Focusing on what matters most to clients, rather than maximising 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 organisation
· 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.
Book Details
INFORMATION
ISBN: 9781119709091
Publisher: John Wiley & Sons Inc
Format: Hardback
Date Published: 17 December 2020
Country: United States
Imprint: John Wiley & Sons Inc
Audience: General / adult
DIMENSIONS
Spine width: 28.0mm
Width: 160.0mm
Height: 231.0mm
Weight: 431g
Pages: 240
About the Author
MITCH ANTHONY is the co-founder of www.LifeCenteredPlanners.com and ROLAdvisor.com, both global communities of life centered financial planners. He is the author of 18 books and a widely sought-after trainer, consultant, and educator on the topics of financial planning and relationship development.
PAUL ARMSON is the co-founder of www.LifeCenteredPlanners.com and the founder of www.InspiringAdvisers.co.uk and the Lifestyle Financial Planning 7 Step Success System, a proven online training program that helps any advisor, anywhere deliver life-changing life centered financial planning.
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