Financial Planning: The Next Step: A Practical Approach to Merging Your Clients' Money with Their Lives
CFP Roy T. Diliberto
ISBN 10: 0975344846 ISBN 13: 9780975344842
Published by FPA Press, 2006
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Paperback
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ThriftBooks-Dallas, Dallas, TX, U.S.A.
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About this Item
Description:
May have limited writing in cover pages. Pages are unmarked. ~ ThriftBooks: Read More, Spend Less. Seller Inventory # G0975344846I4N00
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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Bibliographic Details
Title: Financial Planning: The Next Step: A ...
Publisher: FPA Press
Publication Date: 2006
Binding: Paperback
Condition: Very Good
Dust Jacket Condition: No Jacket