Download the fantastic book titled Financial Planning the Next Step written by Roy T. Diliberto, available in its entirety in both PDF and EPUB formats for online reading. This page includes a concise summary, a preview of the book cover, and detailed information about "Financial Planning the Next Step", which was released on 01 January 2006. We suggest perusing the summary before initiating your download. This book is a top selection for enthusiasts of the Finance, Personal genre.
Summary of Financial Planning the Next Step by Roy T. Diliberto PDF
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 financial planners are focused on 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 from the starting point'who is your client and what are their personal goals and needs?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.
Detail About Financial Planning the Next Step PDF
- Author : Roy T. Diliberto
- Publisher : Advisorpress
- Genre : Finance, Personal
- Total Pages : 198 pages
- ISBN : 9780975344842
- Release Date : 01 January 2006
- PDF File Size : 17,6 Mb
- Language : English
- Rating : 4/5 from 21 reviews
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