О книге

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. Это и многое другое вы найдете в книге Your Clients for Life : The Definitive Guide to Becoming a Successful Financial Planner (Mitch Anthony)

Полное название книги	Mitch Anthony Your Clients for Life : The Definitive Guide to Becoming a Successful Financial Planner
Тип	Книга
Автор	Mitch Anthony
Категории	Деловая литература, Книги, Менеджмент. Управление предприятием
ISBN	141952108
Возрастное ограничение	18
Издательство	Kaplan Business
Год	2005
Название транслитом	your-clients-for-life-the-definitive-guide-to-becoming-a-successful-financial-planner-mitch-anthony
Просмотров	5
Рейтинг izbe.ru	0,0