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

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

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SKU: SONG0793149541
Brand: Brand: Kaplan Business
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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.

⚠️ 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: What is the page count of this book? A: This book has two hundred seventy-two pages. It provides extensive insights into becoming a successful financial planner.
  • Q: What binding type does this book have? A: This book is a hardcover edition. Hardcover books are known for their durability and professional appearance.
  • Q: Who is the author of 'Your Clients for Life'? A: The author is Mitch Anthony, along with Barry LaValley and Carol Anderson. These authors are recognized for their expertise in financial planning.
  • Q: What is the main focus of this book? A: The main focus is on client-centered financial planning. It addresses how to integrate financial and life planning for a holistic approach.
  • Q: Is this book suitable for beginner financial planners? A: Yes, this book is suitable for beginners. It offers proven strategies and guidance for those new to the financial planning profession.
  • Q: Can experienced financial advisors benefit from this book? A: Yes, experienced advisors can benefit as well. It provides insights on adapting to a changing industry and enhancing client relationships.
  • Q: How should I care for this hardcover book? A: Keep it in a dry place and avoid exposure to direct sunlight. This will help maintain its condition and longevity.
  • Q: Is this book appropriate for all ages? A: Yes, this book is appropriate for all ages. It focuses on financial planning concepts that can benefit anyone interested in managing their finances.
  • Q: What should I do if my book arrives damaged? A: If your book arrives damaged, contact customer support for a replacement or refund. Most sellers have policies to address such issues.
  • Q: Does this book discuss retirement planning? A: Yes, it includes strategies for clients preparing for retirement. The book emphasizes integrating financial issues with life planning.
  • Q: Are there any special features of this book? A: Yes, it has practical advice and strategies for financial professionals. Readers can apply these techniques to enhance their practices.
  • Q: What genre does this book belong to? A: This book belongs to the Economics genre. It focuses specifically on financial planning and advisory services.
  • Q: Is this book easy to read for non-professionals? A: Yes, it is written in an accessible manner. Non-professionals can understand the concepts and apply them to their financial lives.
  • Q: What format is this book available in? A: The book is available in hardcover format. This format is preferred for its durability and professional look.
  • Q: Can I find case studies in this book? A: Yes, it includes real-world examples and case studies. These help illustrate the application of the concepts discussed.

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