Title
Your Clients for Life: The Definitive Guide to Becoming a Successful Financial Planner,New
Delivery time: 8-12 business days (International)
The financial services industry is on the brink of transformation, as financial professionals face a growing demand to take a more clientcentered approach. Consumers are looking for more comprehensive guidance on how financial issues fit into a whole life plan. Seeking full lives, not merely financial accumulation, investors are proactively soliciting professional help in funding a lifestyle with satisfaction at its core.In Your Clients for Life, popular speakers and writers Mitch Anthony, Barry LaValley, and Carol Anderson have teamed up to encourage and train financial professionals who are willing to serve clients in this new and holistic way. Advisors will get proven strategies to: Integrate financial and life planning issues for clients preparing for retirement. Redefine the skills to sell successfully. Grow a practice building on the life planning model. Compete effectively in a changing industry.
By changing our most important processes and
products, we have already made a big leap forward. This ranges from the
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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
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.
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.
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.).
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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Secure Payment
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 'Your Clients for Life'? A: The book emphasizes a client-centered approach in financial planning, encouraging professionals to integrate financial and life planning for a holistic service.
- Q: Who are the authors of this book? A: The book is authored by Mitch Anthony, Barry LaValley, and Carol Anderson, who are well-known speakers and writers in the financial services industry.
- Q: What topics are covered in the book? A: The book covers strategies for integrating financial planning with life planning, redefining sales skills, and building a practice based on the life planning model.
- Q: What is the condition of the book being sold? A: This listing is for a new copy of the book, ensuring that it is in excellent condition.
- Q: How many pages does the book have? A: The book contains 272 pages, providing comprehensive insights into financial planning.
- Q: Is this book suitable for new financial planners? A: Yes, this book is ideal for both new and experienced financial planners looking to enhance their client service and adapt to industry changes.
- Q: What type of binding does this book have? A: The book is available in hardcover binding, which provides durability and a professional appearance.
- Q: When was 'Your Clients for Life' published? A: The book was published on January 1, 2002.
- Q: What is the category of this book? A: The book falls under the category of Economics, focusing on financial planning and client relations.
- Q: Are there any specific features of the book? A: The book is described as a used book in good condition, indicating that it has been well-maintained.