Untertitel:
How to Deliver Value That Will Never Be Undervalued
Verlag:
WILEY
Erschienen:
30.09.2020
Seitenanzahl:
240
EAN:
9781119709107
Sprache:
Englisch
Format:
EPUB
Schutz:
Adobe-DRM

Life Centered Financial Planning

Mitch Anthony / Paul Armson


21,99 €
inkl. 7% MwSt.
E-Book mit Adobe-DRM


<p><b>Bring your financial planning to life by bringing life to your financial planning.</b></p> <p><i>Life-Centered Financial Planning: How to Deliver Value That Will Never Be Undervalued</i> 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.</p> <p>Written by distinguished financial professionals Mitch Anthony and Paul Armson, <i>Life-Centered Financial Planning </i>provides readers with practical advice and concrete strategies to revolutionize their organization and client service by:</p> <p>· Focusing on what matters most to clients, rather than maximizing assets under management or pushing products</p> <p>· Understanding that a strong financial plan means more than simply accumulating as much money as possible</p> <p>· Building a business model that is good for everyone involved: the financial advisor, clients, and the organization</p> <p>· Moving from being a commodity to being your client's trusted advisor</p> <p>The book is perfect for any financial planner or advisor who wishes to adapt to the radical redefinition of financial services taking place today.</p>

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