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

Anthony, Mitch

 
9780793149544: Your Clients for Life: The Definitive Guide to Becoming a Successful Financial Planner
Hardcover
ISBN 10: 0793149541 ISBN 13: 9780793149544
Verlag: Dearborn Trade,U.S., 2002

Inhaltsangabe

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.

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Verlag
Dearborn Trade,U.S.
Erscheinungsdatum
2002
Sprache
Englisch
ISBN 10 
0793149541
ISBN 13 
9780793149544
Einband
Gebundene Ausgabe
Anzahl der Seiten
263
Kontakt zum Hersteller
Nicht verfügbar
Verantwortliche Person
Nicht verfügbar

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