Life Centered Financial Planning: How to Deliver Value That Will Never Be Undervalued

Life-Centered Financial Planning is a book that shows financial planners and advisors how to improve their service by tying their decisions and strategies to their clients' life events, stages, and goals. It provides practical advice and concrete strategies to revolutionize their organization and client service, focusing on what matters most to clients, building a business model that is good for everyone involved, and moving from being a commodity to being their client's trusted advisor.

Format: Hardback
Length: 240 pages
Publication date: 17 December 2020
Publisher: John Wiley & Sons Inc

Life-Centered Financial Planning: How to Deliver Value That Will Never Be Undervalued is a groundbreaking book that empowers financial planners and advisors to elevate their service to a whole new level by integrating their decisions and strategies with their clients' life events, stages, and goals. Written by distinguished financial professionals Mitch Anthony and Paul Armson, this comprehensive guide offers practical advice and concrete strategies to revolutionize financial organizations and client service.

By focusing on what truly matters to clients rather than merely maximizing assets under management or pushing products, financial planners can establish a deep and meaningful connection with their clients. A robust financial plan goes beyond mere accumulation of wealth and encompasses a holistic approach that aligns with clients' values, aspirations, and long-term goals.

To build a successful business model that benefits all parties involved—financial advisors, clients, and the organization itself—financial planners must shift their mindset from being mere commodities to trusted advisors. This requires a commitment to continuous learning, professional development, and a genuine desire to serve the best interests of their clients.

In today's rapidly evolving financial services landscape, Life-Centered Financial Planning provides a valuable roadmap for financial planners and advisors who want to adapt and thrive. By embracing a life-centered approach, financial professionals can deliver value that will never be undervalued, helping their clients achieve financial stability, security, and fulfillment throughout their lives.

Weight: 428g
Dimension: 236 x 161 x 24 (mm)
ISBN-13: 9781119709091