Your Clients for Life 2024 pdf epub mobi 电子书


Your Clients for Life

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发表于2024-11-24

Your Clients for Life 2024 pdf epub mobi 电子书

Your Clients for Life 2024 pdf epub mobi 电子书

Your Clients for Life 2024 pdf epub mobi 电子书



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出版者:Kaplan
作者:Mitch Anthony
出品人:
页数:272
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出版时间:2005-11
价格:277.00元
装帧:HRD
isbn号码:9781419521089
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Your Clients for Life 2024 pdf epub mobi 电子书 图书描述

Book: Your Clients For Life

"Your Clients for Life" is the definitive how-to on the revolutionary and lucrative trend of Financial Life Planning. This innovative, lifestyle-centered approach helps clients clarify goals in all areas of their lives and design a financial strategy to support them. The payoff for advisors is a more lucrative practice built on lifetime client relationships.

This crisp second edition offers readers state-of-the-art planning tools, lists of updated resources, and success stories from financial life planners in the trenches. The authors have also included up-to-the-minute research on financial challenges that clients face at every life transition. An extensive description of the advisor’s evolving role helps keep planners abreast of industry trends and future developments.

Your Clients for Life 2024 pdf epub mobi 电子书

Your Clients for Life 2024 pdf epub mobi 电子书
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