CLCF83
LanguageENG
PublishYear2020
publishCompany
Wiley
EISBN
9781119709114
PISBN
9781119709091
edition
1
- Product Details
- Contents
Life-centered planners demonstrate wisdom, experience and insights, and help their clients clarify their meaningful transitions, priorities, and goals. Life-centered planning puts life at the center--and money takes on a supporting role. The book focuses on: what matters most to clients, instead of focusing on AUM or pushing products; understanding that a strong financial plan is much more than simply accumulating as much money as possible; building a business model that is good for everyone involved: the financial advisor, clients, and the organization; and moving from being a commodity and repositioning oneself as a clients trusted advisor.