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Your Clients for Life: The Definitive Guide to Becoming a Successful Financial Planner

Posted on 2010-04-15




Name:Your Clients for Life: The Definitive Guide to Becoming a Successful Financial Planner
ASIN/ISBN:0793149541
Author:Mitch Anthony
Publisher:Kaplan Business (2002)
Pages:Hardcover, 272 pages
File size:226 Mb
   Your Clients for Life: The Definitive Guide to Becoming a Successful Financial Planner

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Author: Mitch Anthony


Publisher: Kaplan Business (2002)


Binding: Hardcover, 272 pages


pricer: $35.00


ISBN-10: 0793149541


editorialreviews

The financial services industry is on the brink of transformation, as financial professionals face a growing demand to take a more client-centered approach. Consumers are looking for more comprehensive guidance on how financial issues fit into a whole life plan. Seeking full lives, not merely financial accumulation, investors are proactively soliciting professional help in funding a lifestyle with satisfaction at its core. In Your Clients for Life, popular speakers and writers Mitch Anthony, Barry LaValley, and Carol Anderson have teamed up to encourage and train financial professionals who are willing to serve clients in this new and holistic way. Advisors will get proven strategies to: ? Integrate financial and life planning issues for clients preparing for retirement. ? Redefine the skills to sell successfully. ? Grow a practice building on the life planning model. ? Compete effectively in a changing industry.




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