Progress Based Financial Planning: Create Value. Deliver Value.

by Dean Lombardo

There is only one sustainable competitive advantage professional advisers have today. The depth and value of relationship between adviser and client.

This simple yet complex dynamic is predicated on the client's belief that by working with their adviser and advice business, their financial safety and security is assured. All of this, leading towards the achievement of the client’s measure of success. The ability to meet goals and objectives in the client's stated time frame.

Progress Based Financial Planning provides the structure to create systemic value, increase business value and improve client outcomes.

Armed with Progress Based Financial Planning, you will have the framework and tools at your fingertips to develop deep relationships and deliver unquestionable value.

167 pages, Kindle Edition

Published December 15, 2023

About the author

Dean Lombardo is the author of the western novel, "The Barco Clan," the science fiction thriller "Byproduct," as well as the scifi-horror novel "Vespa," the middle-grade lit novel "Donkey Sense," and other novels. A native of Norwalk, Connecticut, he lives in northern Virginia with his family, two dogs and a cat.

Visit Dean's website at:
http://www.deanlombardo.com/