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 Step: A Practical Approach to Merging Your Clients' Money with Their Lives
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Condition: good. Gently used with minimal wear on the corners and cover. A few pages may contain light highlighting or writing, but the text remains fully legible. Dust jacket may be missing, and supplemental materials like CDs or codes may not be included. May be ex-library with library markings. Ships promptly! Seller Inventory # DBV.0975344846.G
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Financial Planning: The Next Step: A Practical Approach to Merging Your Clients' Money with Their Lives
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FPA Press (edition First Edition), 2006
ISBN 10: 0975344846
ISBN 13: 9780975344842
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Financial Planning: The Next Step: A Practical Approach to Merging Your Clients' Money with Their Lives
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Financial Planning: The Next Step: A Practical Approach to Merging Your Clients' Money with Their Lives
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Financial Planning: The Next Step: A Practical Approach to Merging Your Clients' Money with Their Lives
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Financial Planning: The Next Step: A Practical Approach to Merging Your Clients' Money with Their Lives
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Financial Planning, the Next Step A Practical Approach to Merging Your Clients' Money with Their Lives
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Paperback. Condition: Very Good. Financial Planning, the Next Step A Practical Approach to Merging Your Clients' Money with Their Lives This book is in very good condition and will be shipped within 24 hours of ordering. The cover may have some limited signs of wear but the pages are clean, intact and the spine remains undamaged. This book has clearly been well maintained and looked after thus far. Money back guarantee if you are not satisfied. See all our books here, order more than 1 book and get discounted shipping. Seller Inventory # 7719-9780975344842
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Financial Planning, the Next Step A Practical Approach to Merging Your Clients' Money with Their Lives
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Paperback. Condition: Very Good. This book is in very good condition and will be shipped within 24 hours of ordering. The cover may have some limited signs of wear but the pages are clean, intact and the spine remains undamaged. This book has clearly been well maintained and looked after thus far. Money back guarantee if you are not satisfied. See all our books here, order more than 1 book and get discounted shipping. Seller Inventory # 6545-9780975344842
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