Your Clients for Life: The Definitive Guide to Becoming a Successful Financial P

商家名称	信用等级	购买信息	订购本书
		Your Clients for Life: The Definitive Guide to Becoming a Successful Financial P
		Your Clients for Life: The Definitive Guide to Becoming a Successful Financial P

基本信息·出版社：Kaplan Business
·页码：272 页
·出版日期：2005年11月
·ISBN：141952108X
·International Standard Book Number：141952108X
·条形码：9781419521089
·EAN：9781419521089
·版本：第2版
·装帧：精装
·正文语种：英语

内容简介 Book: Your Clients For Life
"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.
作者简介 Mitch Anthony is President of Advisor Insights, Inc., a firm specializing in relational skills training for financial services professionals.  Anthony’s work has been featured on ABC Evening News with Peter Jennings, CNN, Bloomberg, CBS Marketwatch, Kiplingers Personal Finance Magazine and many more. 

 

Gary DeMoss is director of Van Kampen Consulting, which provides communication and relationship skills training to financial advisors.  He is an award-winning corporate sales and marketing executive and continues to speak to industry groups on sales and marketing topics.

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