Life Centered Financial Planning Book Reviews
Life Centered Financial Planning by Mitch Anthony & Paul Armson Book Summary
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.
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| Book Name | Life Centered Financial Planning |
| Genre | Finance |
| Author | Mitch Anthony & Paul Armson |
| Published | 30 September 2020, Wednesday |
| Language | English |
| E-Book Size | 112.42 MB |
Life Centered Financial Planning (Mitch Anthony & Paul Armson) Book Reviews 2024
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| Download Link | Book Format |
| life-centered-financial-planning-ebook.pdf | |
| life-centered-financial-planning-ebook.epub | EPUB |
| life-centered-financial-planning-ebook.kindle | KINDLE |
Life Centered Financial Planning E-book (PDF, PUB, KINDLE) Download
Life Centered Financial Planning ebook life-centered-financial-planning (112.42 MB) download new links will be update!
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Summary of Life Centered Financial Planning by Mitch Anthony & Paul Armson
The Life Centered Financial Planning book written by Mitch Anthony & Paul Armson was published on 30 September 2020, Wednesday in the Finance category. A total of 6 readers of the book gave the book 0 points out of 5.
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