Life Centered Financial Planning

Lieferzeit: Lieferbar innerhalb 14 Tagen

31,90 €

inkl. 7 % MwSt. zzgl. Versandkosten

How to Deliver Value That Will Never Be Undervalued

ISBN: 1119709091
ISBN 13: 9781119709091
Autor: Anthony, Mitch/Armson, Paul
Verlag: Wiley-VCH GmbH
Umfang: 240 S.
Erscheinungsdatum: 17.12.2020
Auflage: 1/2020
Produktform: Gebunden/Hardback
Einband: GEB

Life Centered Financial Planning: How to Deliver Value That Will Never Be Undervalued refocuses financial planners on the core of their business: the client. Telling a valuable narrative about the importance of the life events of clients, the book teaches readers how to deliver tremendous value to clients by centering their financial planning and advice on what clients want most. Rejecting an approach that’s all too common in the financial planning profession, authors Mitch Anthony and Paul Armson are not concerned about your assets-under-management or how many financial products you’ve sold. Their question is simple: How have you helped your client to get a better life? Rarely has so much value been presented by a single key insight as is being offered in Life Centered Financial Planning. The book discusses the current state of the financial planning profession and how it can be improved by changing our focus from money to life. The authors also describe how to make the shift, in your own practice, from a money-centered approach to a life centered approach. Finally, the authors look to the future to envision what a new kind of financial planning profession might look like when we put our clients’ lives at the center of every conversation, not their money.

Artikelnummer: 9770680 Kategorie:

Beschreibung

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 advisorThe book is perfect for any financial planner or advisor who wishes to adapt to the radical redefinition of financial services taking place today.

Autorenporträt

MITCH ANTHONY is the co-founder of www.LifeCenteredPlanners.com and ROLAdvisor.com, both global communities of life centered financial planners. He is the author of 18 books and a widely sought-after trainer, consultant, and educator on the topics of financial planning and relationship development. PAUL ARMSON is the co-founder of www.LifeCenteredPlanners.com and the founder of www.InspiringAdvisers.co.uk and the Lifestyle Financial Planning 7 Step Success System, a proven online training program that helps any advisor, anywhere deliver life-changing life centered financial planning.

Das könnte Ihnen auch gefallen …