Financial Planning: The Next Step: A Practical Approach to Merging Your Clients' Money with Their Lives - Softcover
Inhaltsangabe
This book focuses on the way to structure a practice to ensure financial planners are addressing their clients' needs.
A specialist in financial life planning, Diliberto challenges the notion of asset-centered financial planning in favor of the client-centered approach. He uses stories, personal examples, and wisdom from his career to discuss how to plan holistically.
Not focused solely on the relationship with the client, Diliberto shines a bright light on the practice, itself. He examines how a firm is structured, who is part of the financial planning team, compensation, and effective and reasonable marketing for the financial planning firm.
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Über die Autorin bzw. den Autor
Roy Diliberto, CFP®, is founder and Chief Executive Officer of RTD Financial Advisors, Inc., a comprehensive financial life planning firm with offices in Pennsylvania, New Jersey, and Florida.
Diliberto has been quoted in many national and local publications, TV programs, and financial Web sites. He has been named one of the best financial planners in America by several publications, including Money, Worth, and Medical Economics. Investment Advisor magazine recently named him to the "Movers and Shakers" hall of fame.
Active in professional and civic associations, Diliberto served as first national president of the Financial Planning Association. He was on the advisory boards of Schwab Institutional and TD Waterhouse. He also writes a bimonthly column on financial life planning for Financial Advisor magazine, and is a frequent speaker at industry meetings.
Diliberto is donating the royalties from this book to the Foundation for Financial Planning.
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