Learn what makes a client trust you to be their financial advisor. Put the power of story telling into selling financial products. The authors explain the proce
The financial planing profession is undergoing a transformation from the historical approach of transactions and straight asset accumulation to an integrated fi
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 Und
As communication and leadership skills are both essential for personal and organizational success, new approaches and management styles are continuously being s
