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Life centered financial planning – how to deliver value that will never be undervalued Ebook

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 clients trusted advisor.  

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ISBN: 9781119709107 Categories: ,

Mitch Anthony has provided training and development for both individual financial advisors and major organizations throughout the world. Mitch personally consults with many of the largest and most-recognizable names in the financial services industry on both life-centered planning and relationship development.Anthony is a consistently top-rated presenter who has spoken to groups ranging from 10 to more than 10,000. He has been named one of the financial services industrys top Movers for his pioneering work. He has partnered with Texas Tech University, the University of Georgia, and Utah Valley University to develop financial life planning programs for their undergraduate programs.Anthony is a sought-after expert for the media, and a regular columnist for Financial Advisor magazine. His columns have appeared on CBS MarketWatch and in the Journal of Financial Planning. Mitch is also host of the daily radio feature, The Daily Dose, heard on over 100 radio stations nationwide. Paul Armson is the founder of BACK2Y, The Lifestyle Financial Planning Conference that he supports without any sponsorship or backing from product providers or investment institutions. Armson has been a financial advisor since 1982. He built a small but highly profitable fee-based financial planning practice focused primarily on helping small business owners and retirees utilizing life-centered planning. In 2013, Armson launched Inspiring Advisers, an online training program to help advisors learn his methods in the comfort of their home or office.

Year

2021

Format

Ebook

Author

Mitch Anthony

Publisher

John Wiley