Description
Transform your approach to financial advising with 'Life-Centered Financial Planning: How to Deliver Value That Will Never Be Undervalued'. This essential read is designed for financial planners and advisors who are looking to innovate their client service experience by aligning financial strategies with life events, stages, and goals. Authored by respected financial experts Mitch Anthony and Paul Armson, it emphasizes a client-centric approach, focusing on what truly matters to individuals rather than merely accumulating assets under management or promoting financial products.
This book provides actionable insights on enhancing your value proposition by:
- Prioritizing client needs over traditional financial metrics.
- Recognizing that financial well-being encompasses more than just wealth accumulation.
- Creating a sustainable business model beneficial for financial advisors, clients, and organizations alike.
- Transitioning from a commodity service provider to a trusted advisor role.
With clear strategies and practical advice, 'Life-Centered Financial Planning' serves as a vital resource for financial professionals eager to excel in the shifting landscape of financial services today. Perfect for anyone passionate about improving the impact of their practice and delivering unparalleled value to clients, this book is a game-changer in the field of financial planning.
Condition: BRAND NEW
ISBN: 9781119709091
Year: 2020
Publisher: John Wiley & Sons Inc (US)
Pages: 240
Note: Shipping for this item is free. Please allow up to 6 weeks for delivery. Once your order is placed, it cannot be cancelled.
Note: Shipping for this item is free. Please allow up to 6 weeks for delivery. Once your order is placed, it cannot be cancelled.
Condition: BRAND NEW
ISBN: 9781119709091
Year: 2020
Publisher: John Wiley & Sons Inc (US)
Pages: 240
Description:
Bring your financial planning to life by bringing life to your financial planning.
Life-Centered Financial Planning: 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 by:
· 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 involved: 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.
This book provides actionable insights on enhancing your value proposition by:
- Prioritizing client needs over traditional financial metrics.
- Recognizing that financial well-being encompasses more than just wealth accumulation.
- Creating a sustainable business model beneficial for financial advisors, clients, and organizations alike.
- Transitioning from a commodity service provider to a trusted advisor role.
With clear strategies and practical advice, 'Life-Centered Financial Planning' serves as a vital resource for financial professionals eager to excel in the shifting landscape of financial services today. Perfect for anyone passionate about improving the impact of their practice and delivering unparalleled value to clients, this book is a game-changer in the field of financial planning.
Condition: BRAND NEW
ISBN: 9781119709091
Year: 2020
Publisher: John Wiley & Sons Inc (US)
Pages: 240
Note: Shipping for this item is free. Please allow up to 6 weeks for delivery. Once your order is placed, it cannot be cancelled.
Note: Shipping for this item is free. Please allow up to 6 weeks for delivery. Once your order is placed, it cannot be cancelled.
Condition: BRAND NEW
ISBN: 9781119709091
Year: 2020
Publisher: John Wiley & Sons Inc (US)
Pages: 240
Description:
Bring your financial planning to life by bringing life to your financial planning.
Life-Centered Financial Planning: 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 by:
· 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 involved: 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.