Vendor
Wiley
Published by
Wiley (2020-10-13)
Current material
Hardback
Original language
English
Themas
Finance
BACK

Life-Centered Financial Planning

How to Deliver Value That Will Never Be Undervalued

by Mitch AnthonyPaul Armson

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.

 

Dedication (NOTE: To come)

Preface

Acknowledgments (NOTE: To come)

Part One: The End of Financial Services as We Know It

Chapter 1 The Masquerade Party is Over

Chapter 2 Erosive Value Propositions

Chapter 3 Deprogramming Advisory Magical Thinking

Chapter 4 Misplaced Value

Chapter 5 The Bottom Line is Not a Number

Part Two:  Making the Shift to Life-Centered Financial Planning

Chapter 6 From Money Centered to Life Centered

Chapter 7 Values that Value

Chapter 8 Soft Skills Are Really the Hard Stuff

Chapter 9 Answers Get Questioned, Questions Get Answered

Chapter 10  Delivering Reality Checks

Part Three:  The Dialogues of the Future

Chapter 11 What is Your Fiscalosophy?

Chapter 12  What is your Return on Life?

Chapter 13  Money in Motion

Chapter 14  Retirement Reframed

Chapter 15 Personal Values and Account Values

Chapter 16 Enough Already…

Epilogue

Appendix Return on Life™ (ROL) Manifesto

About the Authors

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Ashley Mabbitt

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