"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. $2.98, 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.
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Add this copy of Your Clients for Life: the Definitive Guide to Becoming to cart. $10.63, 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. $10.63, good condition, Sold by Central Valley Books rated 5.0 out of 5 stars, ships from Fresno, CA, 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. $10.64, 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.
