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

by Mitch Anthony

Book Overview

The financial planing profession is undergoing a transformation from the historical approach of transactions and straight asset accumulation to an integrated financial and life planning strategy for... This description may be from another edition of this product.

• Format: Hardcover
• Language: English
• ISBN: 0793149541
• ISBN13: 9780793149544
• Release Date: January 2002
• Publisher: Kaplan Publishing
• Length: 272 Pages
• Weight: 1.20 lbs.
• Dimensions: 0.9" x 6.2" x 9.3"

Customer Reviews

Going the extra mile with your clients and relationships

One of my favorite books by Mitch is StorySelling for FA's. I like Your Clients for Life even more. Many advisors have many so many clients that the relationships seem a mile wide but only an inch deep. Mitch's book provides questions to strengthen those relationships that matter the most to the advisor. During the 1980's and 1990's, the focus was on gathering assets and lots of clients. The successful advisors of the future will have fewer clients with much stronger relationships, which will help them gain quality referrals. This books walks the advisor through each step they'll need. What a great guide!

Get MItch's Book!

I was priviledged to get an advance copy of Mitch's book. What a great find! Everyone in the industry is always talking about "life planning" but few have given us a good picture of what it should be. Mitch does that. In today's volatile investing world, those advisers who stick strictly to managing assets will find more problems keeping clients and manging their expectations. Using the techniques offered in life planning, you have a good chance at keeping your clients for life. This book is a keeper.