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Your Clients for Life

The Definitive Guide to Becoming a Successful Financial Planner

Your Clients for Life by Mitch Anthony
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"Financial Life Planning" is an innovative, lifestyle centered approach that 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. In Your Clients for Life, financial industry experts Mitch Anthony (with contributions from Barry LaValley and Carol Anderson) supplies the guidance and strategies advisors need to serve clients in this more holistic manner.
Dearborn Trade Publishing; March 2002
271 pages; ISBN 9781597341677
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Title: Your Clients for Life
Author: Mitch Anthony