Your Clients for Life : The Definitive Guide to Becoming a Successful Financial Planner
Автор:Mitch Anthony Год: 2005 Издание:Kaplan Business Страниц: 272 ISBN: 141952108, 141952108X, 141952108X Your Clients for Life is the definitive how-to on the revolutionary and lucrative trend of Financial Life Planning. This innovative, lifestyle-centered approach helps clients clarify goals in all areas of their lives and design a financial strategy to support them. The payoff for advisors is a more lucrative practice built on lifetime client relationships. This crisp second edition offers readers state-of-the-art planning tools, lists of updated resources, and success stories from financial life planners in the trenches. The authors have also included up-to-the-minute research on financial challenges that clients face at every life transition. An extensive description of the advisor’s evolving role helps keep planners abreast of industry trends and future developments.
