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Financial Planning The NEXT Step a Practical Approach to Merging Your Clients' Money With Their Lives Paperback – 7 Aug 2006

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Estimated delivery Tue, 19 Aug - Wed, 27 Aug

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Product Description : This book focuses on the way to structure a practice to ensure financial planners are concentrating on their clients needs A specialist in financial life planning Diliberto challenges the notion of asset centered financial planning in favor of the client centered approach He uses stories personal examples and wisdom from his career to discuss how to plan holistically asking the questions who is your client and what are their personal goals and needs Not focused solely on the relationship with the client Diliberto shines a bright light on the practice itself He examines how a firm is structured who is part of the financial planning team compensation and effective and reasonable marketing for the financial planning firm