Your Clients for Life

Your Clients for Life

The Definitive Guide to Becoming a Successful Financial Life Planner

by Mitch Anthony, Barry LaValley, Carol Anderson

263 pages· 2002· ISBN 9780793149544
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About
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.

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