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Life Centered Financial Planning book cover
Life Centered Financial Planning
How to Deliver Value That Will Never Be Undervalued
2020
First Published
4.39
Average Rating
240
Number of Pages

Bring your financial planning to life by bringing life to your financial planning. Life-Centered Financial 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 · 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 the financial advisor, clients, and the organization · Moving from being a commodity to being your client's trusted advisor The book is perfect for any financial planner or advisor who wishes to adapt to the radical redefinition of financial services taking place today.

Avg Rating
4.39
Number of Ratings
59
5 STARS
53%
4 STARS
37%
3 STARS
8%
2 STARS
0%
1 STARS
2%
goodreads

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