Life-Centered Financial Planning
How to Deliver Value That Will Never Be Undervalued
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)
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…
Appendix Return on Life™ (ROL) Manifesto
About the Authors
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