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Mitch Anthony 作者

Kaplan

译者

2005-11 出版日期

272 页数

277.00元价格

HRD

丛书系列

9781419521089 图书编码

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发表于2024-11-28

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Your Clients for Life 在线电子书 epub 下载 mobi 下载 pdf 下载 txt 下载 2024

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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.

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