中图号F83
语种ENG
出版年2020
出版信息
Wiley
EISBN
9781119709114
PISBN
9781119709091
版次
1
- 介绍
- 目录
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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