عنوان

Your clients for life :

شابک

0793149541

شابک

9780793149544

شماره

b718241

عنوان اصلي

Your clients for life :

نام عام مواد

[Book]

ساير اطلاعات عنواني

the definitive guide to becoming a successful financial life planner /

نام نخستين پديدآور

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

محل نشرو پخش و غیره

Chicago, IL :

نام ناشر، پخش کننده و غيره

Dearborn Trade,

تاریخ نشرو بخش و غیره

©2002.

نام خاص و کميت اثر

viii, 263 pages :

ساير جزييات

illustrations ;

ابعاد

24 cm

متن يادداشت

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

متن يادداشت

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.

بدون عنوان

0

موضوع مستند نشده

Financial planners.

موضوع مستند نشده

Investment advisors.

موضوع مستند نشده

Financial planners.

موضوع مستند نشده

Investment advisors.

شماره

ويراست

شماره رده

نشانه اثر

مستند نام اشخاص تاييد نشده

Anthony, Mitch.

مستند نام اشخاص تاييد نشده

Anderson, Carol.

مستند نام اشخاص تاييد نشده

LaValley, Barry.

تاريخ عمليات

20201208102356.0

نام الکترونيکي

نوع ماده

[Book]

تكميل شده

Y