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In Your Clients for Life, popular speakers and writers ...
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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.
About the Authors:
A nationally respected authority on communications and relationship building within the financial industries, Mitch Anthony is committed to helping the industry formulate a new role for financial advisors. He is the coauthor of Storyselling for Financial Advisors and The Financial Professional’s Guide to Persuading 1 or 1,000 and the author of The New Retirementality.
Barry LaValley is based in British Columbia, Canada, where he trains Canadian financial advisors in communications and selling skills.
Carol Anderson is an expert on retirement trends and the cofounder of Money Quotient, Inc., a holistic financial education company.
|Pt. 1||The Advisor as Partner|
|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 Survey||58|
|7||The Intuitive Advisor||70|
|8||Raising Your Value in the Eyes of the Client||81|
|Pt. 2||The Advisor as Guide|
|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|
|Pt. 3||The Advisor as Educator|
|18||Addressing Financial Intelligence||173|
|19||Recognition of Personal Financial Issues||184|
|20||Resilience: Being Prepared for the Storms of Life||195|
|21||Resourcefulness: Making the Most of the Money That You Have||207|
|22||Relationships That Affect Personal Wealth||218|
|23||Wisdom: Putting Money in its Place||230|
|24||Continuing the Education Process||239|
Posted June 28, 2002
Mitch Anthony has a very high performance in this book.. i am extremely impressed with the format of the book.. and it is a education experience ever of a book.. i like the word choice in his book.. well.. thank you... splna.Was this review helpful? Yes NoThank you for your feedback. Report this reviewThank you, this review has been flagged.