Download Your Clients for Life: The Definitive Guide to Becoming a Successful Financial Planner PDF Free - Full Version
Download Your Clients for Life: The Definitive Guide to Becoming a Successful Financial Planner by Mitch Anthony in PDF format completely FREE. No registration required, no payment needed. Get instant access to this valuable resource on PDFdrive.to!
About Your Clients for Life: The Definitive Guide to Becoming a Successful Financial Planner
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.
Detailed Information
| Author: | Mitch Anthony |
|---|---|
| Publication Year: | 2002 |
| ISBN: | 9780793149544 |
| Pages: | 271 |
| Language: | English |
| File Size: | 0.904 |
| Format: | |
| Price: | FREE |
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