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Life Centered Financial Planning: How to Deliver Value That Will Never Be Undervalued
Bring your financial planning to life by bringing life to your financial planning.
Life-Centered Financial 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
· 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 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.
Life-Centered Financial 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
· 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 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.
- GenresFinance
212 pages, Kindle Edition
Published September 30, 2020
47 people are currently reading
120 people want to read
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Displaying 1 - 4 of 4 reviews
September 26, 2022
Return on life
This book really turns the focus of financial planning to the client first NOT their money. Will this focus on soft attributes vs budgets & money really be embraced by the financial industry. First the tools will have to be adapted towards this ROL philosophy then the industry training to this idea shift. Definitely some great ideas shared in this book. Just how to put them into a successful process for financial planning is yet to be demonstrated by the industry. Not to mention the complexity of regulators & compliance into the mix.
This book really turns the focus of financial planning to the client first NOT their money. Will this focus on soft attributes vs budgets & money really be embraced by the financial industry. First the tools will have to be adapted towards this ROL philosophy then the industry training to this idea shift. Definitely some great ideas shared in this book. Just how to put them into a successful process for financial planning is yet to be demonstrated by the industry. Not to mention the complexity of regulators & compliance into the mix.
February 21, 2022
A solid little intro to life planning. Great for anyone new to the topic.
May 10, 2024
Another great reference book for financial advisors.
July 19, 2025
A basic primer for financial planning that's more than crunching numbers. There are tools and processes for advisors to use.
Displaying 1 - 4 of 4 reviews