Your Clients for Life: The Definitive Guide to Becoming a Successful Financial Life Planner
- ISBN-10
- 0793149541
- ISBN-13
- 9780793149544
- Category
- Business & Economics
- Pages
- 263
- Language
- English
- Published
- 2002
- Publisher
- Dearborn Trade Publishing
- Authors
- Carol Anderson, Mitch Anthony, Barry LaValley
Description
The financial planing profession is undergoing a transformation from the historical approach of transactions and straight asset accumulation to an integrated financial and life planning strategy for customers. Your Clients for Life: The Definitive Guide to Becoming a Successful Financial Life Planner is a roadmap that financial planners can use to understand how to make the connection between financial planning and life planning. Its premise is that advisors of the future will need to deal more with money as an element of a client's life that cannot be viewed alone.
Get the book
Similar books
-
Clients for Life: How Great Professionals Develop Breakthrough Relationships
By Andrew Sobel, Jagdish ShethJ. Edward Russo and Paul J. H. Shoemaker, Decision Traps (New York: Simon & Schuster, 1989), p. 115. 10. Gary Klein, Sources of Power: How People Make Decisions (Cambridge, Mass.: MIT Press, 1998), p. 32. 11.
-
What Your Clients Won't Tell You and Your Managers Don't Know
By John GambleWhat Your Clients Won't Tell You and Your Managers Don't Know
-
It Starts With Clients: Your 100-Day Plan to Build Lifelong Relationships and Revenue
By Andrew SobelI highly recommend this book, with its anecdotes and their powerful messages?and the novel illustrations.
-
From the Boiler Room to the Living Room: The Financial Services Revolution and What it Means to You and Your...
By Richard Wagner, Mitch Anthony" The book also discusses why venture philosophy, funding single moments, and rethinking one's purpose in life is more important to clients than net worth or asset allocation.
-
Life Centered Financial Planning: How to Deliver Value That Will Never Be Undervalued
By Mitch Anthony, Paul ArmsonA paper presented by Professors S. Clay Willmington and Milda M. Steinbrecher from the University of Wisconsin-Oshkosh found that there are four major factors (within ourselves) interfering with effective listening, especially in any ...
-
The New Retirementality: Planning Your Life and Living Your Dreams....at Any Age You Want
By Mitch AnthonyWith this latest edition of The New Retirementality, readers will quickly discover how to achieve the freedom to pursue their retirement goals?at their own pace, on their own terms?regardless of their age.
-
Power Questions to Build Clients for Life: Nine Strategies for Success
By Andrew SobelPower Questions to Build Clients for Life shows how to use strategic questions to implement nine essential clients-for-life strategies.
-
Your Client's Story: Know Your Clients and the Rest Will Follow
By Mitch Anthony, Scott WestYour Client's Story: Know Your Clients and the Rest Will Follow
-
High Paying Clients for Life: A Simple Step by Step System Proven to Sell High Ticket Products and Services
By Trevor CraneThis Book Will Get You High Paying Clients for Life!
-
Creating Lifetime Clients: How to Wow Your Customers for Life
By Felicia BrownKeeping clients for a lifetime isn't just about the money.