Life Centered Financial Planning - by Paul Armson & Mitch Anthony (Hardcover)
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<p/><br></br><p><b> About the Book </b></p></br></br>"Financial services professionals around the world are experiencing a historic inflection point in their industry. Ever-increasing regulation, heightened scrutiny, and eroded value propositions in confluence have exposed the vacuous and exaggerated value propositions that financial professionals have historically relied on. The bottom line is that the business of financial services is being radically redefined. With life-centered planning, every product and service is tied directly to the life transitions and goals of clients. Life-centered planning is a discovery process focusing on who the client is instead of the assets he or she has. By using this revolutionary model, advisors can demonstrate to clients how every aspect of their lives has an impact on their wealth-building or wealth-protecting process"--<p/><br></br><p><b> Book Synopsis </b></p></br></br><p><b>Bring your financial planning to life by bringing life to your financial planning.</b></p> <p><i>Life-Centered Financial Planning: How to Deliver Value That Will Never Be Undervalued</i> 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.</p> <p>Written by distinguished financial professionals Mitch Anthony and Paul Armson, <i>Life-Centered Financial Planning </i>provides readers with practical advice and concrete strategies to revolutionize their organization and client service by: </p> <p>- Focusing on what matters most to clients, rather than maximizing assets under management or pushing products</p> <p>- Understanding that a strong financial plan means more than simply accumulating as much money as possible</p> <p>- Building a business model that is good for everyone involved: the financial advisor, clients, and the organization</p> <p>- Moving from being a commodity to being your client's trusted advisor</p> <p>The book is perfect for any financial planner or advisor who wishes to adapt to the radical redefinition of financial services taking place today.</p><p/><br></br><p><b> From the Back Cover </b></p></br></br><p>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 <i>Life Centered Financial Planning: How to Deliver Value That Will Never Be Undervalued</i>, 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. <p>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. <i>Life Centered Financial Planning</i> 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. <p>Written in three parts, <i>Life Centered Financial Planning</i> 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. <p>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. <p>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. <p>Perfect for any experienced or aspiring financial planner who hopes to grow and improve their practice, <i>Life Centered Financial Planning</i> is an indispensable guide to making yourself invaluable to your clients.<p/><br></br><p><b> About the Author </b></p></br></br><p><b>MITCH ANTHONY</b> 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. <p><b>PAUL ARMSON</b> 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.
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