Life centered financial planning : How to deliver value that will never be undervalued
- Author
- Mitch Anthony, Paul Armson
- Publication Year
- 2021
- Publisher
- Wiley
- Language
- English
- Document Type
- Book
- Faculty / Subject Heading
- Business Administration
- Download Book Read book
Life-Centered Financial Planning: How to Deliver Value That Will Never Be Undervalued 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.
Keywords: Finance / Investment / Finance & Investments / Personal Finance / Financial Advising / Money market / Capital market / Investment management
