CLCF83
                                    LanguageENG
                                    PublishYear2020
                                
                                    publishCompany
                                    Wiley
                                
                                
                                    EISBN
                                    9781119709114
                                
                                
                                    PISBN
                                    9781119709091
                                
                                
                                    
                                        edition
                                        1
                                    
                                
                            - Product Details
- Contents
                                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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