Your Clients for Life: The Definitive Guide to Becoming a Successful Financial Life Planner by Mitch Anthony, Carol Anderson, Barry LaValley
Your Clients for Life: The Definitive Guide to Becoming a Successful Financial Life Planner

Mitch Anthony, Carol Anderson, Barry LaValley

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

Mitch Anthony, Carol Anderson, Barry LaValley

272 pages first pub 2002 (editions)

informative inspiring lighthearted medium-paced
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Description

 "Financial Life Planning" is an innovative, lifestyle centered approach that 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 li...

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