Your Clients for Life: The Definitive Guide to Becoming a Successful Financial Planner

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 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.