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.
- ISBN:
- 9781119709091
- 9781119709091
-
Category:
- Finance & accounting
- Format:
- Hardback
- Publication Date:
-
03-11-2020
- Publisher:
- John Wiley & Sons Inc
- Country of origin:
- United States
- Pages:
- 240
- Dimensions (mm):
- 231x160x28mm
- Weight:
- 0.43kg
This title is in stock with our Australian supplier and should arrive at our Sydney warehouse within 2 - 3 weeks of you placing an order.
Once received into our warehouse we will despatch it to you with a Shipping Notification which includes online tracking.
Please check the estimated delivery times below for your region, for after your order is despatched from our warehouse:
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NSW Metro: 2 working days
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NSW Remote: 2-5 working days
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QLD Rural: 2-5 working days
QLD Remote: 2-7 working days
SA Metro: 2-5 working days
SA Rural: 3-6 working days
SA Remote: 3-7 working days
TAS Metro: 3-6 working days
TAS Rural: 3-6 working days
VIC Metro: 2-3 working days
VIC Rural: 2-4 working days
VIC Remote: 2-5 working days
WA Metro: 3-6 working days
WA Rural: 4-8 working days
WA Remote: 4-12 working days
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