Life Centered Financial Planning
Language: English
Published by John Wiley and Sons Inc, US, 2020
- Hardcover
- New
Seller: Rarewaves USA, HEBRON, KY, U.S.A.Rarewaves USA
AbeBooks seller since June 10, 2025
Condition: New
£ 22.30
Quantity: 8 available
Add to basketItem description from seller
Bring your financial planning to life by bringing life to your financial planning. Life-Centered Financial Planning: How to Deliver Value That Will Never Be Undervalued shows financial planners and advisors how to radically improve the service they provide to their clients by tying their decisions and strategies to their clients' life events, stages, and goals. Written by distinguished financial professionals Mitch Anthony and Paul Armson, Life-Centered Financial Planning provides readers with practical advice and concrete strategies to revolutionize their organization and client service by: · Focusing on what matters most to clients, rather than maximizing assets under management or pushing products · Understanding that a strong financial plan means more than simply accumulating as much money as possible · Building a business model that is good for everyone involved: the financial advisor, clients, and the organization · Moving from being a commodity to being your client's trusted advisor The book is perfect for any financial planner or advisor who wishes to adapt to the radical redefinition of financial services taking place today.…
Seller Inventory # LU-9781119709091
- Title
- Life Centered Financial Planning
- Author
- Paul Armson, Mitch Anthony
- Publisher
- John Wiley and Sons Inc, US
- Publication year
- 2020
- Condition
- New
- Binding
- Hardback
- Language
- English
- ISBN 10
- 1119709091
- ISBN 13
- 9781119709091
- Item weight
- 426 grams
Bring your financial planning to life by bringing life to your financial planning.
Life-Centered Financial Planning: How to Deliver Value That Will Never Be Undervalued shows financial planners and advisors how to radically improve the service they provide to their clients by tying their decisions and strategies to their clients’ life events, stages, and goals.
Written by distinguished financial professionals Mitch Anthony and Paul Armson, Life-Centered Financial Planning provides readers with practical advice and concrete strategies to revolutionize their organization and client service by:
· Focusing on what matters most to clients, rather than maximizing assets under management or pushing products
· Understanding that a strong financial plan means more than simply accumulating as much money as possible
· Building a business model that is good for everyone involved: the financial advisor, clients, and the organization
· Moving from being a commodity to being your client's trusted advisor
The book is perfect for any financial planner or advisor who wishes to adapt to the radical redefinition of financial services taking place today.
"Synopsis" may belong to another edition of this title.
About the Author
MITCH ANTHONY is the co-founder of www.LifeCenteredPlanners.com and ROLAdvisor.com, both global communities of life centered financial planners. He is the author of 18 books and a widely sought-after trainer, consultant, and educator on the topics of financial planning and relationship development.
PAUL ARMSON is the co-founder of www.LifeCenteredPlanners.com and the founder of www.InspiringAdvisers.co.uk and the Lifestyle Financial Planning 7 Step Success System, a proven online training program that helps any advisor, anywhere deliver life-changing life centered financial planning.
"About the title" may belong to another edition of this title.
Shipping rates within U.S.A.
| Item | 13 to 14 business days | 13 to 16 business days |
|---|---|---|
| First item | £ 0.00 | £ 0.00 |
Payment methods
Seller's business information
Rarewaves USA
10100 West Sample Road, Ste 101
Coral Springs, FL U.S.A. 33065
Right of withdrawal
If you are a consumer you can withdraw from the contract in accordance with the following. Consumer means any natural person who is acting for purposes which are outside his trade, business, craft or profession.
Information regarding the right of withdrawal
Statutory right to withdraw
You have the right to withdraw from this contract within 14 days without giving any reason.
The withdrawal period will expire after 14 days from the day on which you acquire, or a third party other than the carrier and indicated by you acquires, physical possession of the last good or the last lot or piece.
To exercise the right of withdrawal, electronically fill in and submit a clear statement on our website, under "My Purchases" in "My Account". We will communicate to you an acknowledgement of receipt of such a withdrawal on a durable medium (e.g. by e-mail) without delay.
To meet the withdrawal deadline, it is sufficient for you to send your communication concerning your exercise of the right of withdrawal before the withdrawal period has expired.
Effects of withdrawal
If you withdraw from this contract, we will reimburse to you all payments received from you, including the costs of delivery (except for the supplementary costs arising if you chose a type of delivery other than the least expensive type of standard delivery offered by us).
We may make a deduction from the reimbursement for loss in value of any goods supplied, if the loss is the result of unnecessary handling by you.
We will make the reimbursement without undue delay, and not later than 14 days after the day on which we are informed about your decision to withdraw from this contract.
We will make the reimbursement using the same means of payment as you used for the initial transaction, unless you have expressly agreed otherwise; in any event, you will not incur any fees as a result of such reimbursement.
We may withhold reimbursement until we have received the goods back, or you have supplied evidence of having sent back the goods, whichever is the earliest.
You shall send back the goods or hand them over to Rarewaves USA, Coral Springs, Florida, U.S.A., without undue delay and in any event not later than 14 days from the day on which you communicate your withdrawal from this contract to us. The deadline is met if you send back the goods before the period of 14 days has expired. You will have to bear the direct cost of returning the goods. You are only liable for any diminished value of the goods resulting from the handling other than what is necessary to establish the nature, characteristics and functioning of the goods.
Exceptions to the right of withdrawal
The right of withdrawal does not apply to:
- The delivery of newspapers, journals or magazines with the exception of subscription contracts; and
- The supply of digital content which is not supplied on a tangible medium (e.g. on a CD or DVD) if you accepted when you placed your order that we could start to deliver it, and that you could not withdraw once delivery had started.
Shipping terms
Please note that we do not offer Priority shipping to any country.
We currently do not ship to the below countries:
Afghanistan
Bhutan
Brazil
Brunei Darussalam
Channel Islands
Chile
Israel
Lao
Mexico
Russian Federation
Saudi Arabia
South Africa
Yemen
Please do not attempt to place orders with any of these countries as a ship to address - they will be cancelled.