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Life Centered Financial Planning: How to Deliver Value That Will Never Be Undervalued

By Mitch Anthony

Life Centered Financial Planning: How to Deliver Value That Will Never Be Undervalued Business, Finance & Career

Life Centered Financial Planning: How to Deliver Value That Will Never Be Undervalued

0 - Used - very good
Description
Life Centered Financial Planning: How to Deliver Value That Will Never Be Undervalued refocuses financial planners on the core of their business: the client. Telling a valuable narrative about the importance of the life events of clients, the book teaches readers how to deliver tremendous value to clients by centering their financial planning and advice on what clients want most. Rejecting an approach that's all too common in the financial planning profession, authors Mitch Anthony and Paul Armson are not concerned about your assets-under-management or how many financial products you've sold. Their question is simple: How have you helped your client to get a better life? Rarely has so much value been presented by a single key insight as is being offered in Life Centered Financial Planning. The book discusses the current state of the financial planning profession and how it can be improved by changing our focus from money to life. The authors also describe how to make the shift, in your own practice, from a money-centered approach to a life centered approach. Finally, the authors look to the future to envision what a new kind of financial planning profession might look like when we put our clients' lives at the center of every conversation, not their money.
Product details
Edition:
1
Number of Pages:
240
Release Date:
2020-12-17
Publication Date:
2020-12-17
Publisher:
Wiley
Languages:
Published: English, Original: English
ISBN10:
1119709091
GPSR Manufacturer Reference:
[email protected]
Weight:
1050 g
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