Your Clients for Life: The Definitive Guide to Becoming a Successful Financial Planner

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9781419521089: Your Clients for Life: The Definitive Guide to Becoming a Successful Financial Planner

New trend in financial planning pays dividends for advisors who can deliver holistic life guidance.

Helping clients use their money to make a life rather than using their lives to make money is the new paradigm for financial planners. Your Clients for Life is the definitive "how to" book on the revolutionary and lucrative trend of "Financial Life Planning".

"Financial Life Planning" is an innovative, lifestyle centered approach that 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. In Your Clients for Life, financial industry experts Mitch Anthony (with contributions from Barry LaValley and Carol Anderson) supplies the guidance and strategies advisors need to serve clients in this more holistic manner.

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About the Author:

Mitch Anthony is President of Advisor Insights, Inc., a firm specializing in relational skills training for financial services professionals.  Anthony’s work has been featured on ABC Evening News with Peter Jennings, CNN, Bloomberg, CBS Marketwatch, Kiplingers Personal Finance Magazine and many more. 

 

Gary DeMoss is director of Van Kampen Consulting, which provides communication and relationship skills training to financial advisors.  He is an award-winning corporate sales and marketing executive and continues to speak to industry groups on sales and marketing topics.

"About this title" may belong to another edition of this title.

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Anthony, Mitch
Published by Kaplan Business (2005)
ISBN 10: 141952108X ISBN 13: 9781419521089
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