Download books » Business, Economics » Download EPUB Life Centered Financial Planning: How to Deliver Value That Will Never Be Undervalued

Life Centered Financial Planning: How to Deliver Value That Will Never Be Undervalued

Life Centered Financial Planning: How to Deliver Value That Will Never Be Undervalued
Date: October 14th, 2020
ISBN: 1119709091
Language: English
Number of pages: 240 pages
Format: EPUB
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.

Download Life Centered Financial Planning: How to Deliver Value That Will Never Be Undervalued




Resolve captcha to access download link!

Information
Users of Guests are not allowed to comment this publication.
RSS
2019-2024. All books on the site are laid out only for informational purposes.