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.