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Life Centered Financial Planning: How to Deliver Value That Will Never Be Undervalued

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Life Centered Financial Planning: How to Deliver Value That Will Never Be Undervalued - Anthony, Mitch, and Armson, Paul
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"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 ...

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Life Centered Financial Planning: How to Deliver Value That Will Never Be Undervalued 2020, Wiley

ISBN-13: 9781119709091

Hardcover