Your clients for life : the definitive guide to becoming a successful financial life planner by Anthony, Mitch, LaValley, Barry; Anderson, Carol instant download

Your clients for life : the definitive guide to becoming a successful financial life planner by Anthony, Mitch, LaValley, Barry; Anderson, Carol instant download

viii, 263 p. : 24 cm, Includes bibliographical references (p. 249-255) and index, Financial life planning : merging money and life -- Moving from transaction to transition -- Necessary skills for the new partnership -- Forming the new partnership : a business transition story -- Questions about life -- Using the life transition survey -- The intuitive advisor -- Raising your value in the eyes of the client -- The meaning of money -- The paradox of plenty -- Working it out : the role and significance of work in our life -- Redefining today's retirement -- Designing your life in retirement -- Offering guidance in times of career & retirement transition -- Leaving a legacy -- The new philanthropy -- Building a resource and referral network -- Addressing financial intelligence -- Recognition of personal financial issues -- Resilience : being prepared for the storms of life -- Resourcefulness : making the most of the money that you have -- Relationships that affect personal wealth -- Wisdom : putting money in its proper perspective -- Continuing the education process