Life Centered Financial Planning

How to Deliver Value That Will Never Be Undervalued

Omschrijving

All too often, financial planning is reduced to dollars and cents. Authors Mitch Anthony and Paul Armson remind us that it's actually about the people behind the numbers. In Life Centered Financial Planning: How to Deliver Value That Will Never Be Undervalued, clients' lives are put back at the forefront of financial planning with a life centered guide for financial planners that brings tremendous value to clients and their families. This book acts as a reminder to financial planners that what matters most to their clients is not the size of their portfolio but the life opportunities that their money affords them. Life Centered Financial Planning shows financial planners how to put a client's life at the very center of their service proposition--and in the process help their clients to get the best life possible with the money they have. Readers of this book will make themselves indispensable to the clients they serve. Written in three parts, Life Centered Financial Planning begins by critiquing the industry's focus on assets-under- management metrics and incessant product pushing. It advocates for a return to a truly client-centered service. In Part Two, the authors discuss how to make the shift to life centered planning in your financial planning practice. They examine the soft skills necessary to really engage with your clients and teach you to focus on the values that really matter in your clients' lives. In the third and final part, the authors look to the future of financial planning and challenge readers to envision a trusted financial planning profession that puts life first, money second. Perfect for any experienced or aspiring financial planner who hopes to grow and improve their practice, Life Centered Financial Planning is an indispensable guide to making yourself invaluable to your clients.
€ 32,10
Gebonden
Gratis verzending vanaf
€ 19,95 binnen Nederland
Schrijver
Anthony, Mitch, Armson, Paul
Titel
Life Centered Financial Planning
Uitgever
John Wiley & Sons Inc
Jaar
2020
Taal
Engels
Pagina's
240
Gewicht
504 gr
EAN
9781119709091
Afmetingen
238 x 155 x 24 mm
Bindwijze
Gebonden

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