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

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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 client-centered 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 ...

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Overview

The financial services industry is on the brink of transformation, as financial professionals face a growing demand to take a more client-centered 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.

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.

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Editorial Reviews

Booknews
Financial advisors will gain new insight and strategies to integrate financial and life planning issues for clients preparing for retirement. The book offers tips on selling consulting services, growing a practice, and competing in this rapidly changing industry. Guidelines are presented according to the financial advisor's roles as partner, guide, and educator. Anthony has written several books on financial advising. Annotation c. Book News, Inc., Portland, OR (booknews.com)
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Product Details

  • ISBN-13: 9780793149544
  • Publisher: Kaplan Publishing
  • Publication date: 3/28/2002
  • Edition description: New Edition
  • Pages: 272
  • Product dimensions: 6.24 (w) x 9.32 (h) x 0.91 (d)

Table of Contents

Acknowledgments
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
Epilogue 247
Bibliography 249
Index 256
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Sort by: Showing 1 Customer Reviews
  • Anonymous

    Posted June 28, 2002

    Mitch Anthony delievers swelly

    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.

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