Life Centered Financial Planning

How to Deliver Value That Will Never Be Undervalued

Life Centered Financial Planning
Mitch Anthony, Paul Armson
NZ$ 56.99
Our Price:
NZ$ 48.44
h231 x 157mm - 240pg
16 Oct 2020 US
International import eta 10-30 days
Out Of Stock
Currently no stock in-store, stock is sourced to your order
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 advisorThe book is perfect for any financial planner or advisor who wishes to adapt to the radical redefinition of financial services taking place today.
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.

In stock - for items in stock we aim to dispatch the next business day. For delivery in NZ allow 2-5 business days, with rural taking a wee bit longer.

Locally sourced in NZ - stock comes from a NZ supplier with an approximate delivery of 7-15 business days.

International Imports - stock is imported into NZ, depending on air or sea shipping option from the international supplier stock can take 10-30 working days to arrive into NZ. 

Pre-order Titles - delivery will vary depending on where the title is published, if local stock is available in NZ then 5-7 business days, for international imports it can be 10-30 business days. In all cases we will access the quickest supply option.

Delivery Packaging - we ship all items in cardboard sleeves or by box with either packing paper or corn starch chips. (We avoid using plastics bubble bags)

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