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    Life Centered Financial Planning: How to Deliver Value That Will Never Be Undervalued
    Life Centered Financial Planning: How to Deliver Value That Will Never Be Undervalued
    Life Centered Financial Planning: How to Deliver Value That Will Never Be Undervalued
    Ebook320 pages3 hours

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

    By Paul Armson and Mitch Anthony

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    About this ebook

    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.

    LanguageEnglish
    PublisherWiley
    Release dateSep 30, 2020
    ISBN9781119709107
    Life Centered Financial Planning: How to Deliver Value That Will Never Be Undervalued

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      Book preview

      Life Centered Financial Planning - Paul Armson

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