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Your Clients for Life: The Definitive Guide to Becoming a Successful Financial
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Your Clients for Life: The Definitive Guide to Becoming a Successful Financial Planner Hardback - 2005 - 2nd Edition

by Mitch Anthony

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From the publisher

"Your Clients for Life" is the definitive how-to on the revolutionary and lucrative trend of Financial Life Planning. This innovative, lifestyle-centered approach 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.

This crisp second edition offers readers state-of-the-art planning tools, lists of updated resources, and success stories from financial life planners in the trenches. The authors have also included up-to-the-minute research on financial challenges that clients face at every life transition. An extensive description of the advisor’s evolving role helps keep planners abreast of industry trends and future developments.

Details

  • Title Your Clients for Life: The Definitive Guide to Becoming a Successful Financial Planner
  • Author Mitch Anthony
  • Binding Hardback
  • Edition number 2nd
  • Edition 2
  • Pages 262
  • Volumes 1
  • Language ENG
  • Publisher Kaplan Publishing
  • Publication date November 1, 2005
  • Illustrated Yes
  • ISBN 9781419521089 / 141952108X
  • Weight 1.07 lbs (0.49 kg)
  • Dimensions 9.44 x 6.54 x 0.81 in (23.98 x 16.61 x 2.06 cm)
  • Category Consumer Finance
  • Library of Congress subjects Finance, Personal, Investment advisors
  • Library of Congress Catalogue Number 2005018364
  • Dewey Decimal Code 332.024
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Your Clients for Life: The Definitive Guide to Becoming a Successful Financial Planner
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Your Clients for Life: The Definitive Guide to Becoming a Successful Financial Planner

by Anthony, Mitch

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Your Clients for Life: The Definitive Guide to Becoming a Successful Financial Planner

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Your Clients for Life: The Definitive Guide to Becoming a Successful Financial Planner
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Your Clients for Life: The Definitive Guide to Becoming a Successful Financial Planner

by Anthony, Mitch

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ISBN 10 / ISBN 13
9781419521089 / 141952108X
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