Download the fantastic book titled Life Centered Financial Planning written by Mitch Anthony, 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 "Life Centered Financial Planning", which was released on 03 November 2020. We suggest perusing the summary before initiating your download. This book is a top selection for enthusiasts of the Business & Economics genre.
Summary of Life Centered Financial Planning by Mitch Anthony PDF
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.
Detail About Life Centered Financial Planning PDF
- Author : Mitch Anthony
- Publisher : John Wiley & Sons
- Genre : Business & Economics
- Total Pages : 248 pages
- ISBN : 1119709091
- Release Date : 03 November 2020
- PDF File Size : 16,5 Mb
- Language : English
- Rating : 4/5 from 21 reviews
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