Life Centered Financial Planning

Released on by Mitch Anthony
preview-18

  • Life Centered Financial Planning Book Detail

  • Author : Mitch Anthony
  • Release Date : 2020-11-03
  • Publisher : John Wiley & Sons
  • Genre : Business & Economics
  • Pages : 248
  • ISBN 13 : 1119709091
  • File Size : 29,29 MB
DOWNLOAD BOOK

Life Centered Financial Planning by Mitch Anthony PDF Summary

Book 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 revolutionize their organization and client service by: · Focusing on what matters most to clients, rather than maximizing 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 organization · 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.

Disclaimer: www.yourbookbest.com does not own Life Centered Financial Planning books pdf, neither created or scanned. We just provide the link that is already available on the internet, public domain and in Google Drive. If any way it violates the law or has any issues, then kindly mail us via contact us page to request the removal of the link.

Life Centered Financial Planning

Life Centered Financial Planning

File Size : 68,68 MB
Total View : 7233 Views
DOWNLOAD

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

Financial Planning--the Next Step

Financial Planning--the Next Step

File Size : 81,81 MB
Total View : 1689 Views
DOWNLOAD

Financial Planning?The Next Step: A Practical Approach to Merging Your Clients' Money with Their Lives focuses on the way to structure a practice to ensure fina

The New Retirementality

The New Retirementality

File Size : 43,43 MB
Total View : 9402 Views
DOWNLOAD

Stop making a living and start making a life with The New Retirementality™ In 2000, when top financial philosopher and bestselling author Mitch Anthony first