Life Centered Financial Planning: How to Deliver Value That Will Never Be Undervalued

"Financial services professionals around the world are experiencing a historic inflection point in their industry. Ever-increasing regulation, heightened scrutiny, and eroded value propositions in confluence have exposed the vacuous and exaggerated valuepropositions that financial professionals have historically relied on. The bottom line is that the business of financial services is being radically redefined. With life-centered planning, every product and service is tied directly to the life transitions and goals of clients. Life-centered planning is a discovery process focusing on who the client is instead of the assets he or she has. By using this revolutionary model, advisors can demonstrate to clients how every aspect of their lives has an impact on their wealth-building or wealth-protecting process"--
Bring your financial planning to life by bringing life to your financial planning. Life-Centered Financial Planning: How to Deliver Value That Will Never Be Undervalued shows financial planners and advisors how to radically improve the service they provide to their clients by tying their decisions and strategies to their clients’ life events, stages, and goals. Written by distinguished financial professionals Mitch Anthony and Paul Armson, Life-Centered Financial Planning provides readers with practical advice and concrete strategies to revolutionize their organization and client service by: · Focusing on what matters most to clients, rather than maximizing assets under management or pushing products · Understanding that a strong financial plan means more than simply accumulating as much money as possible · Building a business model that is good for everyone involved: the financial advisor, clients, and the organization · Moving from being a commodity to being your client's trusted advisor The book is perfect for any financial planner or advisor who wishes to adapt to the radical redefinition of financial services taking place today.