Your Clients for Life
Download or Read eBook Your Clients for Life PDF written by Mitch Anthony and published by Dearborn Trade Publishing. This book was released on 2002 with total page 280 pages. Available in PDF, EPUB and Kindle.
| Author | : Mitch Anthony |
| Publisher | : Dearborn Trade Publishing |
| Total Pages | : 280 |
| Release | : 2002 |
| ISBN-10 | : 0793149541 |
| ISBN-13 | : 9780793149544 |
| Rating | : 4/5 (41 Downloads) |
Book Synopsis Your Clients for Life by : Mitch Anthony
Book excerpt: The financial planing profession is undergoing a transformation from the historical approach of transactions and straight asset accumulation to an integrated financial and life planning strategy for customers. Your Clients for Life: The Definitive Guide to Becoming a Successful Financial Life Planner is a roadmap that financial planners can use to understand how to make the connection between financial planning and life planning. Its premise is that advisors of the future will need to deal more with money as an element of a client's life that cannot be viewed alone.
