Life Centered Financial Planning: How to Deliver Value That Will Never Be Undervalued

by Mitch Anthony

Book Overview

Bring your financial planning to life by bringing life to your financial planning.

Life-Centered Financial Planning: How to Deliver Value That Will Never Be Undervalued shows financial planners and advisors how to radically improve the service they provide to their clients by tying their decisions and strategies to their clients' life events, stages, and goals.

Written by distinguished financial professionals Mitch Anthony...

• Format: Hardcover
• Language: English
• ISBN: 1119709091
• ISBN13: 9781119709091
• Release Date: November 2020
• Publisher: Wiley
• Length: 240 Pages
• Weight: 0.90 lbs.
• Dimensions: 1.1" x 6.3" x 9.1"