Your Clients for Life: The Definitive Guide to Becoming a...

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

Mitch Anthony
यह पुस्तक आपको कितनी अच्छी लगी?
फ़ाइल की गुणवत्ता क्या है?
पुस्तक की गुणवत्ता का मूल्यांकन करने के लिए यह पुस्तक डाउनलोड करें
डाउनलोड की गई फ़ाइलों की गुणवत्ता क्या है?
New trend in financial planning pays dividends for advisors who can deliver holistic life guidance. Helping clients use their money to make a life rather than using their lives to make money is the new paradigm for financial planners. Your Clients for Life is the definitive "how to" book on the revolutionary and lucrative trend of "Financial Life Planning". "Financial Life Planning" is an innovative, lifestyle centered approach that helps clients clarify goals in all areas of their lives and design a financial strategy to support them. The payoff for advisors is a more lucrative practice built on lifetime client relationships. In Your Clients for Life, financial industry experts Mitch Anthony (with contributions from Barry LaValley and Carol Anderson) supplies the guidance and strategies advisors need to serve clients in this more holistic manner.
श्रेणियाँ:
साल:
2002
भाषा:
english
पृष्ठ:
272
ISBN 10:
0793149541
ISBN 13:
9780793149544
फ़ाइल:
PDF, 926 KB
IPFS:
CID , CID Blake2b
english, 2002
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