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

Product ID: 0793149541 Condition: New

Sold Out

Product Description

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

  • Used Book in Good Condition
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.

Technical Specifications

Country
USA
Brand
Brand: Kaplan Business
Manufacturer
Kaplan Business
Binding
Hardcover
UnitCount
1
EANs
9780793149544