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

"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.Anthony, Mitch is the author of 'Your Clients for Life The Definitive Guide to Becoming a Successful Financial Life Planner', published 2005 under ISBN 9781419521089 and ISBN 141952108X.