"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. ...
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"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.
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Add this copy of Your Clients for Life: the Definitive Guide to Becoming to cart. $2.14, good condition, Sold by Books For Life rated 5.0 out of 5 stars, ships from Laurel, MD, UNITED STATES, published 2005 by Kaplan Publishing.
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Book is in good condition. Minimal signs of wear. It May have markings or highlights but kept to only a few pages. May not come with supplemental materials if applicable.
Add this copy of Your Clients for Life: the Definitive Guide to Becoming to cart. $2.58, very good condition, Sold by ThriftBooks-Reno rated 5.0 out of 5 stars, ships from Reno, NV, UNITED STATES, published 2005 by Kaplan Publishing.
Add this copy of Your Clients for Life: the Definitive Guide to Becoming to cart. $2.58, very good condition, Sold by ThriftBooks-Baltimore rated 5.0 out of 5 stars, ships from Halethorpe, MD, UNITED STATES, published 2005 by Kaplan Publishing.
Add this copy of Your Clients for Life: the Definitive Guide to Becoming to cart. $2.59, very good condition, Sold by The Maryland Book Bank rated 5.0 out of 5 stars, ships from baltimore, MD, UNITED STATES, published 2005 by Kaplan Publishing.
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Add this copy of Your Clients for Life: the Definitive Guide to Becoming to cart. $9.62, good condition, Sold by Goodwill of Silicon Valley rated 5.0 out of 5 stars, ships from San Jose, CA, UNITED STATES, published 2005 by Kaplan Publishing.
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Supports Goodwill of Silicon Valley job training programs. The cover and pages are in Good condition! Any other included accessories are also in Good condition showing use. Use can included some highlighting and writing page and cover creases as well as other types visible wear.
Add this copy of Your Clients for Life: the Definitive Guide to Becoming to cart. $13.98, very good condition, Sold by ThriftBooks-Dallas rated 5.0 out of 5 stars, ships from Dallas, TX, UNITED STATES, published 2002 by Kaplan Publishing.
Add this copy of Your Clients for Life: the Definitive Guide to Becoming to cart. $13.98, very good condition, Sold by ThriftBooks-Baltimore rated 5.0 out of 5 stars, ships from Halethorpe, MD, UNITED STATES, published 2002 by Kaplan Publishing.
Add this copy of Your Clients for Life: the Definitive Guide to Becoming to cart. $13.98, good condition, Sold by ThriftBooks-Atlanta rated 5.0 out of 5 stars, ships from Austell, GA, UNITED STATES, published 2002 by Kaplan Publishing.
