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Financial Planning, the Next Step A Practical Approach to Merging Your Clients' Money with Their Lives - Softcover
Synopsis
This book focuses on the way to structure a practice to ensure financial planners are concentrating on their clients' needs. A specialist in financial life planning, Diliberto challenges the notion of asset centered financial planning in favor of the client centered approach. He uses stories, personal examples, and wisdom from his career to discuss how to plan holistically, asking the questions who is your client and what are their personal goals and needs Not focused solely on the relationship with the client, Diliberto shines a bright light on the practice itself. He examines how a firm is structured, who is part of the financial planning team, compensation, and effective and reasonable marketing for the financial planning firm.
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Financial Planning, the Next S
Seller: World of Books (was SecondSale), Montgomery, IL, U.S.A.
Seller rating 5 out of 5 stars
Condition: Very Good. Item in very good condition! Textbooks may not include supplemental items i.e. CDs, access codes etc. Seller Inventory # 00105220000
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Financial Planning, the Next S
Seller: World of Books (was SecondSale), Montgomery, IL, U.S.A.
Seller rating 5 out of 5 stars
Condition: Good. Item in good condition. Textbooks may not include supplemental items i.e. CDs, access codes etc. Seller Inventory # 00102314737
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Financial Planning: The Next Step: A Practical Approach to Merging Your Clients' Money with Their Lives
Seller: Zoom Books East, Glendale Heights, IL, U.S.A.
Seller rating 5 out of 5 stars
Condition: good. Book is in good condition and may include underlining highlighting and minimal wear. The book can also include "From the library of" labels. May not contain miscellaneous items toys, dvds, etc. . We offer 100% money back guarantee and 24 7 customer service. Seller Inventory # ZEV.0975344846.G
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Financial Planning: The Next Step: A Practical Approach to Merging Your Clients' Money with Their Lives
Published by
FPA Press (edition First Edition), 2006
ISBN 10: 0975344846
ISBN 13: 9780975344842
Used
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First Edition
Seller: BooksRun, Philadelphia, PA, U.S.A.
Seller rating 5 out of 5 stars
Paperback. Condition: Very Good. First Edition. It's a well-cared-for item that has seen limited use. The item may show minor signs of wear. All the text is legible, with all pages included. It may have slight markings and/or highlighting. Seller Inventory # 0975344846-11-1
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Financial Planning, the Next Step A Practical Approach to Merging Your Clients' Money with Their Lives
Seller: World of Books Inc, Montgomery, IL, U.S.A.
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Paperback. Condition: Good. Seller Inventory # CIN0975344846G
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Financial Planning: The Next Step: A Practical Approach to Merging Your Clients' Money with Their Lives
Seller: ThriftBooks-Atlanta, AUSTELL, GA, U.S.A.
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Paperback. Condition: Very Good. No Jacket. May have limited writing in cover pages. Pages are unmarked. ~ ThriftBooks: Read More, Spend Less. Seller Inventory # G0975344846I4N00
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Financial Planning: The Next Step: A Practical Approach to Merging Your Clients' Money with Their Lives
Seller: ThriftBooks-Dallas, Dallas, TX, U.S.A.
Seller rating 5 out of 5 stars
Paperback. Condition: Very Good. No Jacket. May have limited writing in cover pages. Pages are unmarked. ~ ThriftBooks: Read More, Spend Less. Seller Inventory # G0975344846I4N00
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Financial Planning: The Next Step: A Practical Approach to Merging Your Clients' Money with Their Lives
Seller: ThriftBooks-Atlanta, AUSTELL, GA, U.S.A.
Seller rating 5 out of 5 stars
Paperback. Condition: Good. No Jacket. Pages can have notes/highlighting. Spine may show signs of wear. ~ ThriftBooks: Read More, Spend Less. Seller Inventory # G0975344846I3N00
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Financial Planning: The Next Step: A Practical Approach to Merging Your Clients' Money with Their Lives
Seller: ThriftBooks-Dallas, Dallas, TX, U.S.A.
Seller rating 5 out of 5 stars
Paperback. Condition: Good. No Jacket. Pages can have notes/highlighting. Spine may show signs of wear. ~ ThriftBooks: Read More, Spend Less. Seller Inventory # G0975344846I3N00
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Financial Planning: The Next Step: A Practical Approach to Merging Your Clients' Money with Their Lives
Seller: ThriftBooks-Dallas, Dallas, TX, U.S.A.
Seller rating 5 out of 5 stars
Paperback. Condition: Good. No Jacket. Former library book; Pages can have notes/highlighting. Spine may show signs of wear. ~ ThriftBooks: Read More, Spend Less. Seller Inventory # G0975344846I3N10