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

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

by Mitch Anthony
 
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

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.

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)

Product Details

ISBN-13:
9780793149544
Publisher:
Kaplan Publishing
Publication date:
03/28/2002
Edition description:
New Edition
Pages:
272
Product dimensions:
6.24(w) x 9.32(h) x 0.91(d)

Related Subjects

What People are Saying About This

Deena Katz
The term life planning is bandied about these days as the answer to our practice problems. Finally, Mitch Anthony shows us how to integrate it into our relationships with clients in practical and useful ways. This book is a keeper.
— Author of Deena Katz's Tools and Templates for Your Practiceand Chairman, Evensky, Brown & Katz
J. Grady Cash
Truly a breakthrough work. Every financial planner should read this book.
— Author of Conquer the 7 Deadly Money Mistakes -J. Grady Cash
Shelley A. Lee
If the future of the financial advisor is truly about connecting with the lives, not just the finances, of clients, this book will not only inspire you, it will show you how to do it.
— Financial Journalist and Principal, Ashworth-Lee Communications, Atlanta, GA.
Rein Selles
Mitch Anthony may have finally given clients a reason to stay with their financial advisors. His book will push professionals to think past the sale of products to a client-centered process of planning. It opens the possibility that clients in the future may be enriched beyond their bank accounts.
— Professional Retirement Planner and Educator Rein Selles,

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