基本信息出版社：Kaplan Business
页码：272 页
出版日期：2005年11月
ISBN：141952108X
International Standard Book Number：141952108X
条形码：9781419521089
EAN：9781419521089
版本：第2版
装帧：精装
正文语种：英语

内容简介 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.
作者简介 Mitch Anthony is President of Advisor Insights, Inc., a firm specializing in relational skills training for financial services professionals. Anthony’s work has been featured on ABC Evening News with Peter Jennings, CNN, Bloomberg, CBS Marketwatch, Kiplingers Personal Finance Magazine and many more.

Gary DeMoss is director of Van Kampen Consulting, which provides communication and relationship skills training to financial advisors. He is an award-winning corporate sales and marketing executive and continues to speak to industry groups on sales and marketing topics.