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

Mitch Anthony, Paul Armson

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.

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Book Information

Publisher: Wiley.
Publish Date: 11/03/2020
Pages: 240
ISBN-13: 9781119709091
ISBN-10: 1119709091
Language: English

Full Description

All too often, financial planning is reduced to dollars and cents. Authors Mitch Anthony and Paul Armson remind us that it's actually about the people behind the numbers. In Life Centered Financial Planning: How to Deliver Value That Will Never Be Undervalued, clients' lives are put back at the forefront of financial planning with a life centered guide for financial planners that brings tremendous value to clients and their families.

This book acts as a reminder to financial planners that what matters most to their clients is not the size of their portfolio but the life opportunities that their money affords them. Life Centered Financial Planning shows financial planners how to put a client's life at the very center of their service proposition--and in the process help their clients to get the best life possible with the money they have. Readers of this book will make themselves indispensable to the clients they serve.

Written in three parts, Life Centered Financial Planning begins by critiquing the industry's focus on assets-under- management metrics and incessant product pushing. It advocates for a return to a truly client-centered service.

In Part Two, the authors discuss how to make the shift to life centered planning in your financial planning practice. They examine the soft skills necessary to really engage with your clients and teach you to focus on the values that really matter in your clients' lives.

In the third and final part, the authors look to the future of financial planning and challenge readers to envision a trusted financial planning profession that puts life first, money second.

Perfect for any experienced or aspiring financial planner who hopes to grow and improve their practice, Life Centered Financial Planning is an indispensable guide to making yourself invaluable to your clients.

 

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 and Paul Armson, Life-Centered Financial Planning provides readers with practical advice and concrete strategies to revolutionize their organization and client service by:

- Focusing on what matters most to clients, rather than maximizing assets under management or pushing products

- Understanding that a strong financial plan means 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

- Moving from being a commodity to being your client's trusted advisor

The book is perfect for any financial planner or advisor who wishes to adapt to the radical redefinition of financial services taking place today.

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