Your Clients for Life The Definitive Guide to Becoming a Successful Financial Planner |
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| Author:
| Anthony, Mitch |
| ISBN: | 978-1-4195-2108-9 |
| Publication Date: | Nov 2005 |
| Publisher: | Kaplan Publishing
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| Book Format: | Hardback |
| List Price: | USD $35.00 |
Book Description:
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Your Clients for Life is the definitive how-to on the revolutionary and lucrative trend of Financial Life Planning. This innovative, lifestyle centred 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. This crisp 2nd edition offers readers state-of-the-art planning tools. An extensive description of the advisor's evolving role...
More DescriptionYour Clients for Life is the definitive how-to on the revolutionary and lucrative trend of Financial Life Planning. This innovative, lifestyle centred 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. This crisp 2nd edition offers readers state-of-the-art planning tools. An extensive description of the advisor's evolving role helps keep planners abreast of industry trends and future developments. A nationally respected authority on communications and relationship building within the financial services industry, Mitch Anthony is committed to helping the industry formulate a new role for financial advisors.