Your Clients for Life The Definitive Guide to Becoming a Successful Financial Life Planner

The financial planing profession is undergoing a transformation from the historical approach of transactions and straight asset accumulation to an integrated financial and life planning strategy for customers. Your Clients for Life: The Definitive Guide to Becoming a Successful Financial Life Planner is a roadmap that financial planners can use to understand how to make the connection between financial planning and life planning. Its premise is that advisors of the future will need to deal more with money as an element of a client's life that cannot be viewed alone.Anthony, Mitch is the author of 'Your Clients for Life The Definitive Guide to Becoming a Successful Financial Life Planner', published 2002 under ISBN 9780793149544 and ISBN 0793149541.