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

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"Financial services trainer Mitch Anthony has a longstanding commitment to helping the industry formulate a new role for financial advisors. In Your Clients for Life: The Definitive Guide to Becoming a Successful Financial Life Planner, he outlines his innovative, lifestyle-centered approach to the revolutionary trend that is dominating the financial services industry." This second edition of the definitive how-to also includes state-of-the-art planning tools, updated resource lists, and case histories of successful financial life planners. ...
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Overview

"Financial services trainer Mitch Anthony has a longstanding commitment to helping the industry formulate a new role for financial advisors. In Your Clients for Life: The Definitive Guide to Becoming a Successful Financial Life Planner, he outlines his innovative, lifestyle-centered approach to the revolutionary trend that is dominating the financial services industry." This second edition of the definitive how-to also includes state-of-the-art planning tools, updated resource lists, and case histories of successful financial life planners.
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Product Details

  • ISBN-13: 9781419521089
  • Publisher: Kaplan Publishing
  • Publication date: 11/1/2005
  • Edition description: Second Edition
  • Edition number: 2
  • Pages: 272
  • Product dimensions: 6.00 (w) x 9.00 (h) x 0.78 (d)

Table of Contents

1 Financial life planning : merging money and life 1
2 Moving from transaction to transition 9
3 Necessary skills for the new partnership 21
4 Forming the new partnership : a business transition story 31
5 Questions about life 43
6 Using the life transitions profile 58
7 The intuitive advisor 70
8 Raising your value in the eyes of the client 81
9 The meaning of money 91
10 The paradox of plenty 100
11 Redefining today's retirement 109
12 Working it out : the role and significance of work in our lives 119
13 Designing your life in retirement 130
14 Offering guidance in times of career and retirement transitions 141
15 Leaving a legacy 153
16 The new philanthropy 160
17 Building a resource and referral network 166
18 Addressing financial intelligence 173
19 Recognition of personal financial issues 184
20 Your financial immune system ; being prepared for the storms of life 195
21 Your financial respiratory system : making the most of the money that you have 207
22 The cardio system : relationships that affect personal wealth 218
23 Lifestyle and wisdom : putting money in its place 230
24 Continuing the education process 239
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