The financial services industry is changing as financial professionals face a growing demand to take a more client-centered approach.
Clients are looking for more comprehensive guidance on how financial issues fit into a whole life plan. Seeking more than just return on investment, investors are proactively soliciting professional help in funding a lifestyle with satisfaction at its core.
In Your Clients for Life, Mitch Anthony shows financial professionals how to get started in this innovative and holistic approach to financial planning. By embracing this new paradigm, advisors will learn how to:
- Integrate financial and life planning issues for clients.
- Redefine the skills to sell successfully.
- Grow a practice based on the life-planning model.
- Compete effectively in a changing industry.