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Your Clients For Life,The Definitive Guide To Becoming A Successful Financial Planner by Mitch Anthony
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PRODUCT INFORMATION

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    Specifications

    Category Type
    Business Culture & History
    ISBN
    141952108X
    Item EAN
    2724332818154
    People
    Author
    Mitch Anthony
    People
    Publisher
    Kaplan Publishing
    Category Type
    Business Culture & History
    ISBN
    141952108X
    Item EAN
    2724332818154
    People
    Author
    Mitch Anthony
    People
    Publisher
    Kaplan Publishing
    Languages and countries
    Language of the text
    English
    Read more
  •  

    Description:

    Your Clients for Life is the definitive how to on the revolutionary and lucrative trend of Financial Life Planning. This innovative, lifestyle centered approach helps clients clarify goals in all areas of their lives and design a financial strategy to support them. The payoff for advisors is a

    Your Clients for Life is the definitive how to on the revolutionary and lucrative trend of Financial Life Planning. This innovative, lifestyle centered approach 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. This crisp second edition offers readers state of the art planning tools, lists of updated resources, and success stories from financial life planners in the trenches. The authors have also included up to the minute research on financial challenges that clients face at every life transition. An extensive description of the advisor’s evolving role helps keep planners abreast of industry trends and future developments

 

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