Life-centered planners demonstrate wisdom, experience and insights, and help their clients clarify their meaningful transitions, priorities, and goals. Life-centered planning puts life at the center--and money takes on a supporting role. The book focuses on:

what matters most to clients, instead of focusing on AUM or pushing products;
understanding that a strong financial plan is much 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; and
moving from being a commodity and repositioning oneself as a client's trusted advisor.

Item Information Item Information

Format: Hardcover
Author: Armson, Paul
ISBN: 9781119709091
Condition: Used
Dimensions: 9.10 x 1.10
Number Of Pages: 240
Publication Year: 2020

Language: English

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

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