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Author: Mitch Anthony Publisher: John Wiley & Sons ISBN: 1119709091 Category : Business & Economics Languages : en Pages : 248
Book Description
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.
Author: Mitch Anthony Publisher: John Wiley & Sons ISBN: 1119709091 Category : Business & Economics Languages : en Pages : 248
Book Description
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.
Author: Roy T. Diliberto Publisher: Advisorpress ISBN: 9780975344842 Category : Finance, Personal Languages : en Pages : 198
Book Description
Financial Planning?The Next Step: A Practical Approach to Merging Your Clients' Money with Their Lives focuses on the way to structure a practice to ensure financial planners are focused on their clients' needs. A specialist in financial life planning, Diliberto challenges the notion of asset-centered financial planning in favor of the client-centered approach. He uses stories, personal examples, and wisdom from his career to discuss how to plan holistically from the starting point'who is your client and what are their personal goals and needs?Not focused solely on the relationship with the client, Diliberto shines a bright light on the practice itself. He examines how a firm is structured, who is part of the financial planning team, compensation, and effective and reasonable marketing for the financial planning firm.
Author: David Edward Marcinko Publisher: Jones & Bartlett Learning ISBN: 9780763745790 Category : Business & Economics Languages : en Pages : 350
Book Description
Financial Planning for Physicians and Advisors describes a personal financial planning program to help doctors avoid the perils of harsh economic sacrifice. It outlines how to select a knowledgeable financial advisor and develop a comprehensive personal financial plan, and includes important sections on: insurance and risk management, asset diversification and modern portfolio construction, income tax and retirement planning, and succession and estate planning. When fully implemented with a professional's assistance, this book will help physicians and their financial advisors develop an effective long-term financial plan.
Author: Scott West Publisher: Insights Press ISBN: 9780972752367 Category : Business & Economics Languages : en Pages : 218
Book Description
Financial services pioneers Scott West and Mitch Anthony spent more than three years studying financial advisors who managed 100 percent of their clients' assets-they were interested in how these advisors had outperformed their peers. What Scott and Mitch found was amazing: the most successful advisors had mastered an innate ability to get their clients to tell them their stories. When these advisors asked clients about their stories, those clients felt interesting, important-and listened to. They shared much more than they would have by simply answering questions on a checklist. Advisors gained a deeper understanding of the the individuals they were working with. The connection between advisor and client became so powerful that it was next to impossible for any competitor to come between them. The new edition of this perennial favorite includes tools and ideas for starting client conversations, and shows you how to: Use dialogues to learn more about your clients Integrate client's unique circumstances, goals, and transitions into their winning financial plan Your Client's Story demonstrates how to ignite the flames of your curiosity, ignite empathy in your client relationships, and bring a sense of life and excitement to your business as you've never experienced before.
Author: E. Denby Brandon, Jr. Publisher: John Wiley & Sons ISBN: 0470553790 Category : Business & Economics Languages : en Pages : 379
Book Description
The first book to provide a comprehensive history of the financial planning profession The financial services field has been revolutionized in the last quarter of the twentieth century by the financial planning profession. So much has happened in so little time that it has been difficult to keep up with the events and key players that make up the world of financial planning. The History of Financial Planning is the first book to provide a comprehensive history of the profession. Backed by the Financial Planning Association, The History of Financial Planning offers a clear overview of the industry and how it has grown and changed over the years. This book chronicles the history of the profession, with explanations of how the financial planning movement has grown beyond the United States to other countries-particularly in the last fifteen years. The book also demonstrates how the work of key researchers, such as Dr. Daniel Kahneman, Vernon Smith, and Amos Tversky, has influenced the rise of the financial planning profession Names "four initial engines of growth" that contributed to the success of financial planning Reveals the moments and key players that define the history of financial planning Discusses the emergence of the Financial Planning Association (FPA) The financial planning field has a rich history, and with this book as your guide, you'll quickly discover how it has evolved over the years.
Author: Scott West Publisher: Kaplan Trade ISBN: 9780793136643 Category : Business & Economics Languages : en Pages : 256
Book Description
Learn what makes a client trust you to be their financial advisor. Put the power of story telling into selling financial products. The authors explain the process of making these intuitive connections, then translate their findings into understandable and practical strategies that any financial professional can use. They present actual stories, including many by Warren Buffet, one of the greatest "storysellers" of all time. These actual stories can help financial pros tap into the "gut reaction" of different types of clients. the book also includes special topics on communicating to women, the 50+ market, and the affluent.
Author: Paul D Armson Publisher: ISBN: 9781530800551 Category : Business & Economics Languages : en Pages : 192
Book Description
How much money do you really need for the rest of your life?Research shows that the majority of people have no idea where they are heading financially, or if they going to run out of money? Or die with too much? What we all need to know is: "How much is ENOUGH?" This book helps you discover how much is enough - for YOU."
Author: Bill Bachrach Publisher: ISBN: 9781887006033 Category : Business & Economics Languages : en Pages : 174
Book Description
Whether you're already well-to-do or just beginning to build a nest egg, this book will help you to make smart financial choices based on what's important to you ...
Author: Jeremy L. Stanley Publisher: Createspace Independent Publishing Platform ISBN: 9781480257450 Category : Languages : en Pages : 124
Book Description
CRNAs are smart, analytical, goal driven individuals but most have never had someone teach them about finances or how to plan for their personal goals.Having gone through anesthesia school, CRNAs realize that life is not lived all at once; it's lived in special moments, sad moments, days, months, years and decades. This forces us to adapt and change which sometimes results in losing our way causing us to make new plans.The Wealthy CRNA not only lays out a plan for CRNAs who work in hospitals but it coordinates a roadmap for freelancers and those who want to.Jeremy Stanley, CFP(r), AIF(r) has over two decades experience working with CRNAs and through this book provides unique insights that will help CRNAs, new and seasoned, lay out a plan to become financially successful.This book has been prior approved by the AANA for 4 Class A CE credits; Code Number 1032757; Exp. date 1/31/19.
Author: Mitch Anthony
Author: Mitch Anthony
Author: Roy T. Diliberto
Author: David Edward Marcinko
Author: Scott West
Author: E. Denby Brandon, Jr.
Author: Scott West
Author: Paul D Armson
Author: Bill Bachrach
Author: Jeremy L. Stanley
Author: Paul D Armson