Financial Planning: The Next Step: A Practical Approach to Merging Your Clients' Money with Their Lives. This item is unavailable.
18 ratings by Goodreads
Language: English
Published by FPA Press, 2006
- Softcover
- Used
Seller: ThriftBooks-Dallas, Dallas, TX, U.S.A.ThriftBooks-Dallas
5-star seller
AbeBooks seller since July 2, 2009
Unavailable
Softcover
Condition: Used - Good
£ 5.73
Item description from seller
Former library book; Pages can have notes/highlighting. Spine may show signs of wear. ~ ThriftBooks: Read More, Spend Less.
Seller Inventory # G0975344846I3N10
- Title
- Financial Planning: The Next Step: A Practical Approach to Merging Your Clients' Money with Their Lives
- Author
- CFP Roy T. Diliberto
- Publisher
- FPA Press
- Publication year
- 2006
- Condition
- Good
- Dust jacket
- No Jacket
- Binding
- Paperback
- Language
- English
- ISBN 10
- 0975344846
- ISBN 13
- 9780975344842
- Item weight
- 1.16 pounds
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.
"Synopsis" may belong to another edition of this title.
Search results for Financial Planning: The Next Step: A Practical Approach to Merging Your Clients' Money with Their Lives
There are 12 more copies of this bookView all results