Your Clients for Life

副标题: The Definitive Guide to Becoming a Successful Financial Planner

ISBN: 9781419521089

出版社: Kaplan

出版年: 2005-11

页数: 272

定价: 277.00元

装帧: HRD

内容简介

Book: Your Clients For Life

"Your Clients for Life" is the definitive how-to on the revolutionary and lucrative trend of Financial Life Planning. This innovative, lifestyle-centered approach 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 lifetime client relationships.

This crisp second edition offers readers state-of-the-art planning tools, lists of updated resources, and success stories from financial life planners in the trenches. The authors have also included up-to-the-minute research on financial challenges that clients face at every life transition. An extensive description of the advisor’s evolving role helps keep planners abreast of industry trends and future developments.