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Finance - Life Centered Financial Planning: How to Deliver Value That Will Never Be Undervalued

Description

Book Synopsis: 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.

Details

Are you ready to take your financial planning services to the next level? Look no further! Introducing our groundbreaking book, Life Centered Financial Planning: How to Deliver Value That Will Never Be Undervalued. Co-authored by renowned financial experts Mitch Anthony and Paul Armson, this essential guide will revolutionize the way you provide financial advice to your clients.

Gone are the days of solely focusing on assets under management or pushing products. With Life Centered Financial Planning, you'll learn how to truly connect with your clients by understanding their life events, stages, and goals. By aligning your strategies with the things that matter most to your clients, you'll deliver an unmatched level of service that will keep them coming back for more.

This book is not just about accumulating wealth; it's about building meaningful relationships and becoming your client's trusted advisor. You'll discover practical advice and concrete strategies to transform your organization and elevate your client service. From shifting your mindset to creating a business model that benefits everyone involved, Life Centered Financial Planning is your ticket to success in the ever-evolving world of financial services.

Don't miss out on the opportunity to adapt and thrive in the face of change. Take the first step towards becoming a true leader in your industry. Get your hands on a copy of Life Centered Financial Planning: How to Deliver Value That Will Never Be Undervalued today and unlock the secrets to delivering exceptional value to your clients.

Click here to order your copy now and join the forefront of innovative financial planning!

Disclosure: I get commissions for purchases made through links in this website