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Your Clients for Life

The Definitive Guide to Becoming a Successful Financial Planner

Your Clients for Life( )
Author: Anthony, Mitch
LaValley, Barry
Anderson, Carol
ISBN:978-0-7931-4954-4
Publication Date:Mar 2002
Publisher:Kaplan Publishing
Imprint:Kaplan Trade
Book Format:Hardback
List Price:USD $35.00
Book Description:

The financial planing profession is undergoing a transformation from the historical approach of transactions and straight asset accumulation to an integrated financial and life planning strategy for customers. Your Clients for Life: The Definitive Guide to Becoming a Successful Financial Life Planner is a roadmap that financial planners can ......

Book Details
Pages:263
Detailed Subjects: Business & Economics / Investments & Securities / General
Physical Dimensions (W X L X H):6 x 9 Inches
Book Weight:1.148 Pounds
Author Biography
Anthony, Mitch (Author)
Mitch Anthony is principal of a training and communication consulting firm specializing in the financial services and insurance industries. Over the past 20 years, he has given an estimated 2,500 paid presentations to corporations worldwide. He also writes and hosts The Daily Dose, a syndicated radio feature heard on 160 stations nationwide and has appeared on, or consulted with, a variety of national television programs.

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