Your Clients for Life
The Definitive Guide to Becoming a Successful Financial Planner
2002
First Published
4.00
Average Rating
272
Number of Pages
The financial services industry is on the brink of transformation, as financial professionals face a growing demand to take a more client-centered approach. Consumers are looking for more comprehensive guidance on how financial issues fit into a whole life plan. Seeking full lives, not merely financial accumulation, investors are proactively soliciting professional help in funding a lifestyle with satisfaction at its core. In Your Clients for Life, popular speakers and writers Mitch Anthony, Barry LaValley, and Carol Anderson have teamed up to encourage and train financial professionals who are willing to serve clients in this new and holistic way. Advisors will get proven strategies • Integrate financial and life planning issues for clients preparing for retirement. • Redefine the skills to sell successfully. • Grow a practice building on the life planning model. • Compete effectively in a changing industry.
Avg Rating
4.00
Number of Ratings
10
5 STARS
30%
4 STARS
40%
3 STARS
30%
2 STARS
0%
1 STARS
0%
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