Your Clients for Life: The Definitive Guide to Becoming a Successful Financial Planner - Hardcover

9780793149544: Your Clients for Life: The Definitive Guide to Becoming a Successful Financial Planner
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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.

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About the Author:
A nationally respected authority on communications and relationship building within the financial industries, Mitch Anthony is committed to helping the industry formulate a new role for financial advisors.

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  • PublisherDearborn Trade
  • Publication date2002
  • ISBN 10 0793149541
  • ISBN 13 9780793149544
  • BindingHardcover
  • Number of pages272
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9781419521089: Your Clients for Life: The Definitive Guide to Becoming a Successful Financial Planner

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ISBN 10:  141952108X ISBN 13:  9781419521089
Publisher: Kaplan Publishing, 2005
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