Your Clients For Life: The Definitive Guide To Becoming A Successful Financial Planner

Your Clients For Life: The Definitive Guide To Becoming A Successful Financial Planner

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SKU: SONG141952108X
UPC: 9781419521089
Brand: Kaplan
Regular price$9.59
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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.

⚠️ 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.

  • Q: How many pages does this book have? A: This book contains two hundred seventy-two pages. It provides a comprehensive guide to financial life planning.
  • Q: What is the binding type of this book? A: The binding type is hardcover. This ensures durability and a professional look for your bookshelf.
  • Q: What are the dimensions of the book? A: The dimensions of the book are six inches in length, zero point seventy-nine inches in width, and nine point zero two inches in height.
  • Q: Who is the author of 'Your Clients for Life'? A: The author is Mitch Anthony. He is a recognized expert in financial planning.
  • Q: What is the main topic of this book? A: The main topic is financial life planning. It emphasizes helping clients achieve their life goals through effective financial strategies.
  • Q: Is this book suitable for beginners in financial planning? A: Yes, this book is suitable for beginners. It provides clear guidance on becoming a successful financial planner.
  • Q: How can I apply the strategies from this book? A: You can apply the strategies by identifying client goals and creating personalized financial plans that align with their life objectives.
  • Q: Is this book recommended for experienced financial planners? A: Yes, experienced financial planners will find valuable insights. It offers advanced techniques for building lasting client relationships.
  • Q: How should I store this book to keep it in good condition? A: Store this book upright in a cool, dry place. Avoid direct sunlight to prevent fading of the cover and pages.
  • Q: Can I lend this book to someone else? A: Yes, you can lend this book. Just ensure that it is returned in good condition to maintain its quality.
  • Q: What should I do if the book arrives damaged? A: If the book arrives damaged, you should contact the seller immediately for a return or replacement.
  • Q: Is there a warranty on this book? A: No, there is typically no warranty on books. However, return policies may apply if purchased from a retailer.
  • Q: What if I have questions while reading the book? A: You can reach out to financial planning communities online for discussions and insights related to the book's content.
  • Q: Does this book include real-life examples? A: Yes, the book includes real-life examples. These illustrate how financial life planning can transform client relationships.
  • Q: Is this book suitable for financial advisors from various fields? A: Yes, it's suitable for financial advisors from various fields. The concepts are applicable across different financial disciplines.
  • Q: Are there any reviews available for this book? A: Yes, many reviews are available online. They provide insights into the effectiveness of the strategies discussed.

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