Title
Financial Planning: The Next Step: A Practical Approach to Merging Your Clients' Money with Their Lives,New
Delivery time: 8-12 business days (International)
This book focuses on the way to structure a practice to ensure financial planners are concentrating on their clients' needs. A specialist in financial life planning, Diliberto challenges the notion of asset centered financial planning in favor of the client centered approach. He uses stories, personal examples, and wisdom from his career to discuss how to plan holistically, asking the questions who is your client and what are their personal goals and needs? Not focused solely on the relationship with the client, Diliberto shines a bright light on the practice itself. He examines how a firm is structured, who is part of the financial planning team, compensation, and effective and reasonable marketing for the financial planning firm.
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⚠️ WARNING (California Proposition 65):
This product may contain chemicals known to the State of California to cause cancer, birth defects, or other reproductive harm.
For more information, please visit www.P65Warnings.ca.gov.
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Shipping & Returns
Shipping
We ship your order within 2–3 business days for USA deliveries and 5–8 business days for international shipments. Once your package has been dispatched from our warehouse, you'll receive an email confirmation with a tracking number, allowing you to track the status of your delivery.
Returns
To facilitate a smooth return process, a Return Authorization (RA) Number is required for all returns. Returns without a valid RA number will be declined and may incur additional fees. You can request an RA number within 15 days of the original delivery date. For more details, please refer to our Return & Refund Policy page.
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We provide a 2-year limited warranty, from the date of purchase for all our products.
If you believe you have received a defective product, or are experiencing any problems with your product, please contact us.
This warranty strictly does not cover damages that arose from negligence, misuse, wear and tear, or not in accordance with product instructions (dropping the product, etc.).
Warranty
We provide a 2-year limited warranty, from the date of purchase for all our products.
If you believe you have received a defective product, or are experiencing any problems with your product, please contact us.
This warranty strictly does not cover damages that arose from negligence, misuse, wear and tear, or not in accordance with product instructions (dropping the product, etc.).
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Your payment information is processed securely. We do not store credit card details nor have access to your credit card information.
We accept payments with :
Visa, MasterCard, American Express, Paypal, Shopify Payments, Shop Pay and more.
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Frequently Asked Questions
- Q: What is the main focus of 'Financial Planning: The Next Step'? A: The book emphasizes structuring a financial planning practice to prioritize clients' needs over mere asset management, advocating for a client-centered approach.
- Q: Who is the author of this book? A: The author is Roy T. Diliberto, CFP, who specializes in financial life planning.
- Q: What edition is this book? A: This is the First Edition of 'Financial Planning: The Next Step'.
- Q: How many pages does the book contain? A: The book contains 198 pages.
- Q: What type of binding does this book have? A: The book is a paperback edition.
- Q: When was this book published? A: The book was published on August 7, 2006.
- Q: What condition is the book in? A: The book is in Good condition.
- Q: What are some key themes discussed in the book? A: Key themes include holistic financial planning, understanding clients' personal goals, and effective marketing for financial planning firms.
- Q: Is this book suitable for new financial planners? A: Yes, the book provides practical insights and guidance that can benefit both new and experienced financial planners.
- Q: Does the book include real-life examples? A: Yes, the author uses stories and personal experiences to illustrate key concepts in financial planning.