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

by Mitch Anthony

The financial services industry is on the brink of transformation, as financial professionals face a growing demand to take a more client-centered approach. Consumers are looking for more comprehensive guidance on how financial issues fit into a whole life plan. Seeking full lives, not merely financial accumulation, investors are proactively soliciting professional help in funding a lifestyle with satisfaction at its core. In Your Clients for Life, popular speakers and writers Mitch Anthony, Barry LaValley, and Carol Anderson have teamed up to encourage and train financial professionals who are willing to serve clients in this new and holistic way. Advisors will get proven strategies • Integrate financial and life planning issues for clients preparing for retirement. • Redefine the skills to sell successfully. • Grow a practice building on the life planning model. • Compete effectively in a changing industry.

272 pages, Hardcover

First published March 5, 2002

Reviews

[Wesley K. Brown · Rating 3 out of 5]

More Mitch Anthony magic around building a bond with strong client-focused conversations.