Téléchargez le livre : Life Centered Financial Planning

Life Centered Financial Planning

How to Deliver Value That Will Never Be Undervalued de

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Éditeur :

Wiley


Paru le : 2020-09-30

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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.
Pages
240 pages
Collection
n.c
Parution
2020-09-30
Marque
Wiley
EAN papier
9781119709091
EAN PDF
9781119709114
Informations sur l'ebook
Nombre pages copiables
0
Nombre pages imprimables
240
Taille du fichier
4116 Ko
Prix
35,21 €
EAN EPUB
9781119709107
Informations sur l'ebook
Nombre pages copiables
0
Nombre pages imprimables
240
Taille du fichier
8438 Ko
Prix
35,21 €

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