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

How to Deliver Value That Will Never Be Undervalued
Wiley (Verlag)
  • 1. Auflage
  • |
  • erscheint ca. am 14. Oktober 2020
  • Buch
  • |
  • Hardcover
  • |
  • 256 Seiten
978-1-119-70909-1 (ISBN)
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.
  • Englisch
  • New York
  • |
  • USA
  • Für Beruf und Forschung
  • 666 gr
978-1-119-70909-1 (9781119709091)
weitere Ausgaben werden ermittelt
Dedication (NOTE: To come) Preface Acknowledgments (NOTE: To come) Part One: The End of Financial Services as We Know It Chapter 1 The Masquerade Party is Over Chapter 2 Erosive Value Propositions Chapter 3 Deprogramming Advisory Magical Thinking Chapter 4 Misplaced Value Chapter 5 The Bottom Line is Not a Number Part Two: Making the Shift to Life-Centered Financial Planning Chapter 6 From Money Centered to Life Centered Chapter 7 Values that Value Chapter 8 Soft Skills Are Really the Hard Stuff Chapter 9 Answers Get Questioned, Questions Get Answered Chapter 10 Delivering Reality Checks Part Three: The Dialogues of the Future Chapter 11 What is Your Fiscalosophy? Chapter 12 What is your Return on Life? Chapter 13 Money in Motion Chapter 14 Retirement Reframed Chapter 15 Personal Values and Account Values Chapter 16 Enough Already... Epilogue Appendix Return on Life(TM) (ROL) Manifesto About the Authors

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