عنوان

Your clients for life :

(Number (ISBN

0793149541

(Number (ISBN

9780793149544

Number

b718241

Title Proper

Your clients for life :

General Material Designation

[Book]

Other Title Information

the definitive guide to becoming a successful financial life planner /

First Statement of Responsibility

Mitch Anthony ; with contributions by Barry LaValley and Carol Anderson.

Place of Publication, Distribution, etc.

Chicago, IL :

Name of Publisher, Distributor, etc.

Dearborn Trade,

Date of Publication, Distribution, etc.

©2002.

Specific Material Designation and Extent of Item

viii, 263 pages :

Other Physical Details

illustrations ;

Dimensions

24 cm

Text of Note

Includes bibliographical references (pages 249-255) and index.

Text of Note

Financial life planning : merging money and life -- Moving from transaction to transition -- Necessary skills for the new partnership -- Forming the new partnership : a business transition story -- Questions about life -- Using the life transition survey -- The intuitive advisor -- Raising your value in the eyes of the client -- The meaning of money -- The paradox of plenty -- Working it out : the role and significance of work in our life -- Redefining today's retirement -- Designing your life in retirement -- Offering guidance in times of career & retirement transition -- Leaving a legacy -- The new philanthropy -- Building a resource and referral network -- Addressing financial intelligence -- Recognition of personal financial issues -- Resilience : being prepared for the storms of life -- Resourcefulness : making the most of the money that you have -- Relationships that affect personal wealth -- Wisdom : putting money in its proper perspective -- Continuing the education process.

0

Financial planners.

Investment advisors.

Financial planners.

Investment advisors.

Number

Edition

Class number

Book number

Anthony, Mitch.

Anderson, Carol.

LaValley, Barry.

Date of Transaction

20201208102356.0

Electronic name

[Book]

Y