Financial Planning: The Next Step: A Practical Approach to Merging Your Clients' Money with Their Lives,Used

Financial Planning: The Next Step: A Practical Approach to Merging Your Clients' Money with Their Lives,Used

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SKU: SONG0975344846
Brand: Brand: FPA Press
$9.11
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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.

⚠️ 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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