Life Centered Financial Planning av Mitch Anthony, Paul Armson

295,-

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<p><b>Bring your financial planning to life by bringing life to your financial planning.</b></p><p><i>Life-Centered Financial Planning: How to Deliver Value That Will Never Be Undervalued</i> 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.</p><p>Written by distinguished financial professionals Mitch Anthony and Paul Armson, <i>Life-Centered Financial Planning </i>provides readers with practical advice and concrete strategies to revolutionize their organization and client service by:</p><p>¿ Focusing on what matters most to clients, rather than maximizing assets under management or pushing products</p><p>¿ Understanding that a strong financial plan means more than simply accumulating as much money as possible</p><p>¿ Building a business model that is good for everyone involved: the financial advisor, clients, and the organization</p><p>¿ Movi