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 Und

Financial Planning?The Next Step: A Practical Approach to Merging Your Clients' Money with Their Lives focuses on the way to structure a practice to ensure fina

This book helps Financial Advisers, Financial Planners and Wealth Managers adopt a profitable client focused service proposition.

Financial Planning for Physicians and Advisors describes a personal financial planning program to help doctors avoid the perils of harsh economic sacrifice. It

Learn what makes a client trust you to be their financial advisor. Put the power of story telling into selling financial products. The authors explain the proce