Product Description
by Mitch Anthony (Author), Paul Armson (Author)
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.
Front Jacket
All too often, financial planning is reduced to dollars and cents. Authors Mitch Anthony and Paul Armson remind us that it's actually about the people behind the numbers. In Life Centered Financial Planning: How to Deliver Value That Will Never Be Undervalued, clients' lives are put back at the forefront of financial planning with a life centered guide for financial planners that brings tremendous value to clients and their families.
This book acts as a reminder to financial planners that what matters most to their clients is not the size of their portfolio but the life opportunities that their money affords them. Life Centered Financial Planning shows financial planners how to put a client's life at the very center of their service proposition--and in the process help their clients to get the best life possible with the money they have. Readers of this book will make themselves indispensable to the clients they serve.
Written in three parts, Life Centered Financial Planning begins by critiquing the industry's focus on assets-under- management metrics and incessant product pushing. It advocates for a return to a truly client-centered service.
In Part Two, the authors discuss how to make the shift to life centered planning in your financial planning practice. They examine the soft skills necessary to really engage with your clients and teach you to focus on the values that really matter in your clients' lives.
In the third and final part, the authors look to the future of financial planning and challenge readers to envision a trusted financial planning profession that puts life first, money second.
Perfect for any experienced or aspiring financial planner who hopes to grow and improve their practice, Life Centered Financial Planning is an indispensable guide to making yourself invaluable to your clients.
Back Jacket
Life Centered Financial Planning: How to Deliver Value That Will Never Be Undervalued refocuses financial planners on the core of their business: the client. Telling a valuable narrative about the importance of the life events of clients, the book teaches readers how to deliver tremendous value to clients by centering their financial planning and advice on what clients want most.
Rejecting an approach that's all too common in the financial planning profession, authors Mitch Anthony and Paul Armson are not concerned about your assets-under-management or how many financial products you've sold. Their question is simple: How have you helped your client to get a better life?
Rarely has so much value been presented by a single key insight as is being offered in Life Centered Financial Planning. The book discusses the current state of the financial planning profession and how it can be improved by changing our focus from money to life. The authors also describe how to make the shift, in your own practice, from a money-centered approach to a life centered approach. Finally, the authors look to the future to envision what a new kind of financial planning profession might look like when we put our clients' lives at the center of every conversation, not their money.
Author Biography
MITCH ANTHONY is the co-founder of www.LifeCenteredPlanners.com and ROLAdvisor.com, both global communities of life centered financial planners. He is the author of 18 books and a widely sought-after trainer, consultant, and educator on the topics of financial planning and relationship development.
PAUL ARMSON is the co-founder of www.LifeCenteredPlanners.com and the founder of www.InspiringAdvisers.co.uk and the Lifestyle Financial Planning 7 Step Success System, a proven online training program that helps any advisor, anywhere deliver life-changing life centered financial planning.
