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

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

ISBN 13
9781119709091
ISBN 10
1119709091
Publisher
Wiley
Book Description
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 advisorThe book is perfect for any financial planner or advisor who wishes to adapt to the radical redefinition of financial services taking place today.
About the Author
MITCH ANTHONY is the co-founder of www.LifeCenteredPlanners.com and ROLAdvisor.com, both global communities of life centered financial planners. He is the author of 18 books and a widely sought-after trainer, consultant, and educator on the topics of financial planning and relationship development. PAUL ARMSON is the co-founder of www.LifeCenteredPlanners.com and the founder of www.InspiringAdvisers.co.uk and the Lifestyle Financial Planning 7 Step Success System, a proven online training program that helps any advisor, anywhere deliver life-changing life centered financial planning. Read more
Language
English
Author
Mitch Anthony
Publication Date
2020-12-17
Number of Pages
240 pages

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