Book Description
New trend in financial planning pays dividends for advisors who can deliver holistic life guidance. Helping clients use their money to make a life rather than using their lives to make money is the new paradigm for financial planners. Your Clients for Life is the definitive "how to" book on the revolutionary and lucrative trend of "Financial Life Planning". "Financial Life Planning" is an innovative, lifestyle centered approach that helps clients clarify goals in all areas of their lives and design a financial strategy to support them. The payoff for advisors is a more lucrative practice built on lifetime client relationships. In Your Clients for Life, financial industry experts Mitch Anthony (with contributions from Barry LaValley and Carol Anderson) supplies the guidance and strategies advisors need to serve clients in this more holistic manner.


About the Author
A nationally respected authority on communications and relationship building within the financial industries, Mitch Anthony is committed to helping the industry formulate a new role for financial advisors. He is the coauthor of Storyselling for Financial Advisors and The Financial Professional’s Guide to Persuading 1 or 1,000 and the author of The New Retirementality. Barry LaValley is based in British Columbia, Canada, where he trains Canadian financial advisors in communications and selling skills. Carol Anderson is an expert on retirement trends and the cofounder of Money Quotient, Inc., a holistic financial education company.

FROM THE PUBLISHER

The financial services industry is on the brink of transformation, as financial professionals face a growing demand to take a more client-centered approach. Consumers are looking for more comprehensive guidance on how financial issues fit into a whole life plan. Seeking full lives, not merely financial accumulation, investors are proactively soliciting professional help in funding a lifestyle with satisfaction at its core.

In Your Clients for Life, popular speakers and writers Mitch Anthony, Barry LaValley, and Carol Anderson have teamed up to encourage and train financial professionals who are willing to serve clients in this new and holistic way. Advisors will get proven strategies to: *Integrate financial and life planning issues for clients preparing for retirement. *Redefine the skills to sell successfully. *Grow a practice building on the life planning model. *Compete effectively in a changing industry.

About the Authors: A nationally respected authority on communications and relationship building within the financial industries, Mitch Anthony is committed to helping the industry formulate a new role for financial advisors. He is the coauthor of Storyselling for Financial Advisors and The Financial Professional￯﾿ﾽs Guide to Persuading 1 or 1,000 and the author of The New Retirementality.

Barry LaValley is based in British Columbia, Canada, where he trains Canadian financial advisors in communications and selling skills.

Carol Anderson is an expert on retirement trends and the cofounder of Money Quotient, Inc., a holistic financial education company.

FROM THE CRITICS

Booknews

Financial advisors will gain new insight and strategies to integrate financial and life planning issues for clients preparing for retirement. The book offers tips on selling consulting services, growing a practice, and competing in this rapidly changing industry. Guidelines are presented according to the financial advisor's roles as partner, guide, and educator. Anthony has written several books on financial advising. Annotation c. Book News, Inc., Portland, OR (booknews.com)

WHAT PEOPLE ARE SAYING

Truly a breakthrough work. Every financial planner should read this book.  — Author of Conquer the 7 Deadly Money Mistakes -J. Grady Cash

Shelley A. Lee

If the future of the financial advisor is truly about connecting with the lives, not just the finances, of clients, this book will not only inspire you, it will show you how to do it.  — Financial Journalist and Principal, Ashworth-Lee Communications, Atlanta, GA.

The term life planning is bandied about these days as the answer to our practice problems. Finally, Mitch Anthony shows us how to integrate it into our relationships with clients in practical and useful ways. This book is a keeper.  — Author of Deena Katz's Tools and Templates for Your Practiceand Chairman, Evensky, Brown & Katz