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Your Clients for Life The Definitive Guide to Becoming a Successful Financial
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Your Clients for Life The Definitive Guide to Becoming a Successful Financial Planner Hardcover - 2002

by Anthony, Mitch


From the publisher

New trend in financial planning pays dividends for advisors who can deliver holistic life guidance.

Helping clients use their money to make a life rather than using their lives to make money is the new paradigm for financial planners. "Your Clients for Life" is the definitive "how to" book on the revolutionary and lucrative trend of "Financial Life Planning."

"Financial Life Planning" is an innovative, lifestyle centered approach that helps clients clarify goals in all areas of their lives and design a financial strategy to support them. The payoff for advisors is a more lucrative practice built on lifetime client relationships. In "Your Clients for Life," financial industry experts Mitch Anthony (with contributions from Barry LaValley and Carol Anderson) supplies the guidance and strategies advisors need to serve clients in this more holistic manner.

First line

In May 1953, two men became the first to climb to the top of Mt. Everest: Edmund Hillary, a New Zealand beekeeper, and his guide from Nepal, Tenzing Norgay.

Details

  • Title Your Clients for Life The Definitive Guide to Becoming a Successful Financial Planner
  • Author Anthony, Mitch
  • Binding Hardcover
  • Edition First Printing
  • Publisher Kaplan Business, Chicago, Illinois, U.s.a.
  • Date March 5, 2002
  • ISBN 9780793149544
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Your Clients for Life: The Definitive Guide to Becoming a Successful Financial Planner
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Your Clients for Life: The Definitive Guide to Becoming a Successful Financial Planner

by Anthony, Mitch

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Your Clients for Life : The Definitive Guide to Becoming a Successful Financial Planner
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Your Clients for Life : The Definitive Guide to Becoming a Successful Financial Planner

by Anthony, Mitch, Anderson, Carol, LaValley, Barry

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Your Clients for Life : The Definitive Guide to Becoming a Successful Financial Planner
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Your Clients for Life : The Definitive Guide to Becoming a Successful Financial Planner

by Anthony, Mitch, Anderson, Carol, LaValley, Barry

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ISBN 10 / ISBN 13
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by Carol Anderson; Barry LaValley; Mitch Anthony

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Your Clients for Life : The Definitive Guide to Becoming a Successful Financial Planner

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by Carol Anderson; Barry LaValley; Mitch Anthony

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Your Clients for Life : The Definitive Guide to Becoming a Successful Financial Planner

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by Carol Anderson; Barry LaValley; Mitch Anthony

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Your Clients for Life: The Definitive Guide to Becoming a Successful Financial Planner
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Your Clients for Life: The Definitive Guide to Becoming a Successful Financial Planner

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Your Clients for Life: The Definitive Guide to Becoming a Successful Financial Planner
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Your Clients for Life: The Definitive Guide to Becoming a Successful Financial Planner

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ISBN 10 / ISBN 13
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