The Irresistible Consultant's Guide to Winning Clients

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Author :
Publisher : Morgan James Publishing
ISBN 13 : 1683501659
Total Pages : 273 pages
Book Rating : 4.6/5 (835 download)

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Book Synopsis The Irresistible Consultant's Guide to Winning Clients by : David A. Fields

Download or read book The Irresistible Consultant's Guide to Winning Clients written by David A. Fields and published by Morgan James Publishing. This book was released on 2017-03-21 with total page 273 pages. Available in PDF, EPUB and Kindle. Book excerpt: This deeply insightful guide to understanding what clients really want is “an indispensable resource for consultants” (Keith Ferrazzi, #1 New York Times-bestselling author of Never Eat Alone). Independent consulting is a potentially lucrative enterprise—but the reality seldom matches the dream. Most solo consultants and boutique consulting firms are perpetually within six months of bankruptcy due to the sputtering unreliability of their new business engines. The problem, according to international consulting expert David A. Fields, is twofold: 1) lack of a consistent, proven plan, and 2) fundamental misunderstanding about what clients want in a consultant. Fields, who has helped hundreds of consultants and boutique firms worldwide build profitable, sustainable practices, replaces the typical consultant’s mindset of emphasizing expertise and differentiated processes with a focus on building relationships, engendering trust, and solving clients’ existing problems. In The Irresistible Consultant’s Guide to Winning Clients, Fields synthesizes his decades of experience into a step-by-step approach to winning more projects from more clients at higher fees. From nuts-and-bolts business advice and tactics to a deeply insightful breakdown of the human side of a very human profession, Fields, named one of Advertising Age magazine’s “Marketing Top 100,” delivers a comprehensive guidebook that is at once highly approachable and satisfyingly detailed. “If I could have just one book on client strategy, this book would be it.” —Marshall Goldsmith, #1 New York Times–bestselling author of Triggers

Clients for Life

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Publisher : Simon and Schuster
ISBN 13 : 0743215095
Total Pages : 269 pages
Book Rating : 4.7/5 (432 download)

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Book Synopsis Clients for Life by : Andrew Sobel

Download or read book Clients for Life written by Andrew Sobel and published by Simon and Schuster. This book was released on 2001-02-21 with total page 269 pages. Available in PDF, EPUB and Kindle. Book excerpt: Finally, the book that all professionals frustrated with fleeting client loyalty and relentless price pressure have waited for—the first in-depth, guide to developing lasting client relationships. Millions of people in this country earn their livings by serving clients, and their numbers are growing every day. Unfortunately, far too few develop the skills and strategies needed to rise to the top in a world where clients have almost unlimited access to information and expertise. Clients for Life sets forth a comprehensive framework for how professionals in all fields can develop breakthrough relationships with their clients and enjoy enduring client loyalty. Supported by more than 100 case studies and wisdom gleaned from interviews with dozens of leading CEOs and prominent business advisors, Clients for Life identifies what clients really want and lays out the core qualities that distinguish the client advisor—an irreplaceable resource—from the expert for hire, a tradable commodity. Readers will learn, for example, to develop selfless independence, which tempers complete emotional, intellectual, and financial independence with a powerful commitment to client needs; to become deep generalists and overcome the narrow perspective caused by specialization; to systematically build lifelong trust; and to cultivate the power of synthesis—big-picture thinking—that is so highly valued by clients. Portraits of history's most famously successful advisors, including Machiavelli, Sir Thomas More, and J. P. Morgan, underscore these timeless qualities that modern professionals need to develop to excel in today's competitive environment.

Million Dollar Consulting

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Publisher : McGraw Hill Professional
ISBN 13 : 0071626190
Total Pages : 419 pages
Book Rating : 4.0/5 (716 download)

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Book Synopsis Million Dollar Consulting by : Alan Weiss

Download or read book Million Dollar Consulting written by Alan Weiss and published by McGraw Hill Professional. This book was released on 2009-09-17 with total page 419 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Long-Awaited Update for Buildinga Thriving Consultancy Completely updated for today’s busier-than-ever consultants, this classic guide covers the ins andouts for competing and winning in this ultracompetitive field. You’ll find step-by-step advice on howto raise capital, attract clients, create a marketing plan, and grow your business into a $1 million-per-yearfirm, plus brand-new material on: Blogging and social networking Global consulting Delegating labor Profiting in a troubled market Retainer business Internet marketing Praise for the previous editions of Million Dollar Consulting: “If you’re interested in becoming a rich consultant, this book is a must read.” Robert F. Mager, founder and president, Mager Associates, and member of the Training & Development Hall of Fame “Blast out of the per diem trap and into value billing.” Jim Kennedy, founder, publisher, and editor, Consultants News “The advice on developing price structure alone is worth a hundred times the price of the book.” William C. Byham, Ph.D., author of Zapp! “Must reading for those who are beginning a practice orseeking to upgrade an existing practice.” Victor H. Vroom, John G. Searle Professor, School of Management, Yale University

The Spiritual Handbook for Counseling Students, Counselors and the Clients They Counsel

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Author :
Publisher : AuthorHouse
ISBN 13 : 1452032238
Total Pages : 72 pages
Book Rating : 4.4/5 (52 download)

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Book Synopsis The Spiritual Handbook for Counseling Students, Counselors and the Clients They Counsel by : Amy G. Moler

Download or read book The Spiritual Handbook for Counseling Students, Counselors and the Clients They Counsel written by Amy G. Moler and published by AuthorHouse. This book was released on 2010-07-30 with total page 72 pages. Available in PDF, EPUB and Kindle. Book excerpt: This book is a practical little guide that should be required reading for every student in the helping profession whether it be counseling, psychology, social work, nursing, etc. It is relavent in the times in which we live because this world is so full of hardship and heartache, nevertheless we have an awesome God who always has been, always is and always will be our hope when there seems to be little to none. This little handbook is a wonderful resource tool for the counseling office as it has a treatment goal diagram for therapy and poems about hardship and hope through God, which can be utilized as therapy tools. The poems can be copied and given to or simply read to clients. This is one little book that would not just sit on your shelf. It would be used time and time again!

It Starts With Clients

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Author :
Publisher : John Wiley & Sons
ISBN 13 : 1119619106
Total Pages : 256 pages
Book Rating : 4.1/5 (196 download)

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Book Synopsis It Starts With Clients by : Andrew Sobel

Download or read book It Starts With Clients written by Andrew Sobel and published by John Wiley & Sons. This book was released on 2020-03-31 with total page 256 pages. Available in PDF, EPUB and Kindle. Book excerpt: World-renowned client relationship authority shows you how to dramatically grow your business by mastering fourteen critical client development challenges Andrew Sobel, author of the international bestsellers Clients for Life and Power Questions, offers a proven,100-day plan for conquering 14 tough client development challenges and growing your client base in any market conditions. He’s encapsulated 25 years of unique research, including personal interviews with over 8000 top executives and successful rainmakers, into a practical roadmap for winning more new clients and growing your existing relationships. You’ll learn specific strategies to move confidently and predictably from a first meeting to a signed contract, and discover the agenda-setting techniques that create a steady stream of sole-source business. You’ll master the art of reframing client requests, leading to broader, higher-impact engagements. You’ll dramatically sharpen your ability to ask the powerful questions that can transform your client relationships. And, you’ll learn to develop advisory relationships with influential C-suite executives. Andrew illustrates each weekly challenge with real-life examples drawn from thousands of executive meetings. He shares success strategies from having grown and led three highly successful professional service businesses. Andrew has taught these strategies to over 50,000 professionals around the world, and they’re now available to you in this highly readable, portable masterclass. Whether you are early in your career and need a comprehensive guide to grow your client base from the ground up or are a seasoned practitioner who wants to accelerate your business growth, It Starts With Clients will take you to the next level.

Through the Client's Eyes

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Author :
Publisher : American Bar Association
ISBN 13 : 9781604420272
Total Pages : 396 pages
Book Rating : 4.4/5 (22 download)

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Book Synopsis Through the Client's Eyes by : Henry W. Ewalt

Download or read book Through the Client's Eyes written by Henry W. Ewalt and published by American Bar Association. This book was released on 2008 with total page 396 pages. Available in PDF, EPUB and Kindle. Book excerpt: This book will help lawyers build better, stronger, and smarter relationships with their clients. From educating the client about the law to eliciting quantifiable feedback by using surveys, this updated edition covers legal marketing in an easy-to-read, well-organized and practical manner.

The Clients of EPSDT and Their Experiences with Medical Services

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Author :
Publisher :
ISBN 13 :
Total Pages : 20 pages
Book Rating : 4.3/5 (121 download)

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Book Synopsis The Clients of EPSDT and Their Experiences with Medical Services by : Roger Manela

Download or read book The Clients of EPSDT and Their Experiences with Medical Services written by Roger Manela and published by . This book was released on 1977 with total page 20 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Clients First

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Author :
Publisher : John Wiley & Sons
ISBN 13 : 1118431790
Total Pages : 240 pages
Book Rating : 4.1/5 (184 download)

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Book Synopsis Clients First by : Joseph Callaway

Download or read book Clients First written by Joseph Callaway and published by John Wiley & Sons. This book was released on 2012-09-18 with total page 240 pages. Available in PDF, EPUB and Kindle. Book excerpt: How honesty, competency, and caring will make you rich Throw out the sales manual. Get off the motivation elevator. Clients First is a two word miracle that can change your life. This book outlines a powerful path to riches that authors Joseph and JoAnn Callaway used to sell a billion dollars in real estate in just ten years—a feat never before achieved. Here, they explain the three keys to putting your clients first that helped them create one of the most successful realty firms in the U.S. Each of the three keys is important and can stand on its own. However, the success you can achieve when following the Clients First program can only be reached when all three keys are used in coordination. Explains how honesty ensures a strong client relationship Details the ways in which competency pervades all aspects of a client's perception of you Shows how being a caring individual can win over a client on a personal level Unlock your potential by putting these to use in your life and your business.

Connecting with Clients

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Author :
Publisher : Harriman House Limited
ISBN 13 : 0857198602
Total Pages : 201 pages
Book Rating : 4.8/5 (571 download)

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Book Synopsis Connecting with Clients by : Paul Cowan

Download or read book Connecting with Clients written by Paul Cowan and published by Harriman House Limited. This book was released on 2021-03-30 with total page 201 pages. Available in PDF, EPUB and Kindle. Book excerpt: CLIENT RELATIONSHIPS Finding some clients difficult to understand? Confused when they say one thing but mean another? Need better, more useful feedback? Sometimes feel on the back-foot? Have trouble managing client expectations? Wonder why they seem impossible to please? Concerned about being blind-sided by unexpected client loss? THIS BOOK IS YOUR LIFELINE Connecting with Clients contains new ideas derived from the world’s leading relationship experts Insights from over 500,000 pieces of client feedback worldwide With tips and guidance from an adman, organisational change agent, couples’ counsellor and co-founder of The Client Relationship Consultancy Dip into short chapters and discover a valuable insight on every page REJUVENATE YOUR CLIENT RELATIONSHIPS With the help of this book, you will be able to: Evaluate your client relationships and diagnose issues Recognise your part in a problem Obtain useful and clear feedback Understand, relate to and communicate with your clients Manage yourself and your team members Get the best from your clients so that they get the best from you CONNECTING WITH CLIENTS WILL SAVE YOU TIME, EFFORT AND MONEY AND MAKE LIFE MORE ENJOYABLE.

How Clients Buy

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Author :
Publisher : John Wiley & Sons
ISBN 13 : 111943470X
Total Pages : 279 pages
Book Rating : 4.1/5 (194 download)

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Book Synopsis How Clients Buy by : Tom McMakin

Download or read book How Clients Buy written by Tom McMakin and published by John Wiley & Sons. This book was released on 2018-03-13 with total page 279 pages. Available in PDF, EPUB and Kindle. Book excerpt: The real-world guide to selling your services and bringing in business How Clients Buy is the much-needed guide to selling your services. If you're one of the millions of people whose skills are the 'product,' you know that you cannot be successful unless you bring in clients. The problem is, you're trained to do your job—not sell it. No matter how great you may be at your actual role, you likely feel a bit lost, hesitant, or 'behind' when it comes to courting clients, an unfamiliar territory where you're never quite sure of the line between under- and over-selling. This book comes to the rescue with real, practical advice for selling what you do. You'll have to unlearn everything you know about sales, but then you'll learn new skills that will help you make connections, develop rapport, create interest, earn trust, and turn prospects into clients. Business development is critical to your personal success, and your skills in this area will dictate the course of your career. This invaluable guide gives you a set of real-world best practices that can help you become the rainmaker you want to be. Get the word out and make productive connections Drop the fear of self-promotion and advertise your accomplishments Earn potential clients' trust to build a lasting relationship Scrap the sales pitch in favor of honesty, positivity, and value Working in the consulting and professional services fields comes with difficulties not encountered by those who sell tangible products. Services are often under-valued, and become among the first things to go when budgets get tight. It is now harder than ever to sell professional services, so your game must be on-point if you hope to out-compete the field. How Clients Buy shows you how to level up and start winning the client list of your dreams.

Growing Happy Clients

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Author :
Publisher : Ward van Gasteren
ISBN 13 :
Total Pages : 356 pages
Book Rating : 4.5/5 (52 download)

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Book Synopsis Growing Happy Clients by : Ward van Gasteren

Download or read book Growing Happy Clients written by Ward van Gasteren and published by Ward van Gasteren. This book was released on 2020-11-18 with total page 356 pages. Available in PDF, EPUB and Kindle. Book excerpt: As a growth hacker you know how to growth hack. You know how to discover bottlenecks, measure impact and run experiments. But do you know as a consultant: - The five principles to handle any and every client you come across? - How to create internal fans within a company to ensure your contract gets renewed? - How to rid yourself of the confining label of Marketing and have a broader impact? If the answer to any of these questions is ‘no’, then this book is for you. Growing Happy Clients takes you a step further than the ‘Happily Ever After’ of every growth hacking book on growth processes. You’ve got your client, you’ve got your skills, but now you need the abilities to deal with messy situations and internal challenges. To ensure that you get the hours and tools you need to guide your client to success. In Growing Happy Clients, we take you from kickoff to project reflection, teaching you all the ‘soft skills’ that separate a successful growth hacker from the rest. Whether you’re a growth hacker or marketer freelancer, part of an agency or in-house, you will finish this growth hacking book as a better, more confident growth consultant, and ready to grow your happy clients. Who is this book for Freelance growth hackers and marketers Growth Hacking or Marketing consultants working at an agency or in-house Internal growth hackers or marketers hoping to implement growth hacking within an organisation About the Authors Daphne Tideman and Ward van Gasteren have over ten years of combined experience in working with the fastest growing scale-ups and the biggest Fortune 500 corporates. Daphne was the first employee at what became a leading growth hacking agency. Ward was one of the first certified growth hackers in Europe and has consulted with 70+ companies as a freelance consultant. Quotes about Growing Happy Clients "⭐⭐⭐⭐⭐ - Must-read for all digital consultants. This book is a must-read. Not only for growth hacking consultants, but for all consultants working in the digital space. The book contains great advice, practical examples and lots of resources. It covers a project with a client from beginning to end in a very comprehensive manner. Highly recommended!" "I've thoroughly enjoyed reading Growing Happy Clients – I can’t help to think it’s going to be massively beneficial for those starting with growth hacking and additionally for those that think they know what growth hacking is but actually haven’t got a clue ��." - Abi Hough, 20+ years of growth and optimization experience "I work as a marketer and even though I am not a consultant Growing Happy Clients helped me change the way we approach growth both in terms of project management and working together with different departments." - Fleurine T, Marketer at Goboony

Clients from Hell: A Collection of Anonymously-Contributed Client Horror Stories from Designers

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Author :
Publisher :
ISBN 13 : 9780982473931
Total Pages : 150 pages
Book Rating : 4.4/5 (739 download)

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Book Synopsis Clients from Hell: A Collection of Anonymously-Contributed Client Horror Stories from Designers by : Anonymous

Download or read book Clients from Hell: A Collection of Anonymously-Contributed Client Horror Stories from Designers written by Anonymous and published by . This book was released on 2010-12 with total page 150 pages. Available in PDF, EPUB and Kindle. Book excerpt: A cult phenomenon among those who work in graphic, print and web design - and those lucky enough to have discovered the namesake blog - Clients From Hell has been bringing readers to tears with its unbelievable and always hilarious anecdotes from the twenty and thirty-somethings on the frontlines of design.In print for the first time, this collection brings together the same type of original stories that make the blog a hit and exposes the designer's trade for what it really is: new, misunderstood and often unappreciated. Read the quotes, bizarre requests and elaborate communication failures that are all part of the daily life of working with clients.With anonymous submissions from over a thousand creative freelancers, Clients From Hell sheds an insider's perspective on difficult - and all-too-often irrational and insane - interactions with clients.Anyone who has ever worked with clients may find these tales frighteningly familiar. New designers may think twice about their chosen profession - or at least find relief in the fact that they're not alone in absurd client interactions. And non-designers? Well, they'll just feel grateful - while they laugh and discover the new and uncharted territory of miscommunication.

Designing the Customer-Centric Organization

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Publisher : John Wiley & Sons
ISBN 13 : 0787979198
Total Pages : 213 pages
Book Rating : 4.7/5 (879 download)

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Book Synopsis Designing the Customer-Centric Organization by : Jay R. Galbraith

Download or read book Designing the Customer-Centric Organization written by Jay R. Galbraith and published by John Wiley & Sons. This book was released on 2005-04-14 with total page 213 pages. Available in PDF, EPUB and Kindle. Book excerpt: Designing the Customer-Centric Organization offers todayâ??s business leaders a comprehensive customer-centric organizational model that clearly shows how to put in place an infrastructure that is organized around the demands of the customer. Written by Jay Galbraith (the foremost expert in the field of organizational design), this important book includes a tool that will help determine how customer-centric an organization is- light-level, medium-level, complete-level, or high-level- and it shows how to ascertain the appropriate level for a particular institution. Once the groundwork has been established, the author offers guidance for the process of implementing a customer-centric system throughout an organization. Designing the Customer-Centric Organization includes vital information about structure, management processes, reward and management systems, and people practices.

The Therapeutic "Aha!": 10 Strategies for Getting Your Clients Unstuck

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Author :
Publisher : W. W. Norton & Company
ISBN 13 : 039370839X
Total Pages : 188 pages
Book Rating : 4.3/5 (937 download)

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Book Synopsis The Therapeutic "Aha!": 10 Strategies for Getting Your Clients Unstuck by : Courtney Armstrong

Download or read book The Therapeutic "Aha!": 10 Strategies for Getting Your Clients Unstuck written by Courtney Armstrong and published by W. W. Norton & Company. This book was released on 2015-04-27 with total page 188 pages. Available in PDF, EPUB and Kindle. Book excerpt: A concise guide to shaking things up in therapy. Courtney Armstrong’s The Therapeutic “Aha!” explores the thrilling and rare moment when a client reaches an elusive realization, allowing them to make meaningful change. In 10 straightforward strategies, this practical book demonstrates how to shake things up in therapy when a client is stuck or stalled to jumpstart progress. Readers will learn how to spark the “emotional brain”—the part of the brain that houses automatic, unconscious patterns—and create new neural pathways that engage and advance the healing process. Divided into three parts—(1) Awakening a Session, (2) Healing Emotional Wounds, and (3) Activating Experiential Change—the book walks readers through specific techniques for harnessing the emotional brain and re-patterning its routine. Elegant therapeutic insights and coping strategies only go so far; until we intervene with something our emotional brain can understand—a compelling felt experience—old, established neural patterns will persist. The brain-based strategies Armstrong presents include how to enliven the therapeutic alliance; elicit exciting goals; identify the root of an emotional conflict; reverse trauma with memory reconsolidation; invoke inspirational imagery; and use stories, humor, music, poetry, and even mindfulness to induce change. Concise, reader-friendly, and filled with helpful case stories and client–therapist dialogue, this wonderfully accessible book puts a new spin on neuroscience knowledge, showing clinicians exactly how it can be used to make those once-elusive therapeutic breakthroughs more frequent, leading to greater healing for your patients.

The Therapist's Notebook for Lesbian, Gay, and Bisexual Clients

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Author :
Publisher : Routledge
ISBN 13 : 1317760751
Total Pages : 342 pages
Book Rating : 4.3/5 (177 download)

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Book Synopsis The Therapist's Notebook for Lesbian, Gay, and Bisexual Clients by : Joy S. Whitman

Download or read book The Therapist's Notebook for Lesbian, Gay, and Bisexual Clients written by Joy S. Whitman and published by Routledge. This book was released on 2013-12-19 with total page 342 pages. Available in PDF, EPUB and Kindle. Book excerpt: Most therapy is set up in a heterosexist context. Explore the issues facing your gay, lesbian, and bisexual clients--and how to deal with them!The Therapist's Notebook for Lesbian, Gay, and Bisexual Clients offers therapists treating lesbian, gay, and bisexual clients innovative, practical interventions plus homework and hands-on activities tailored to these populations. Use the notebook to explore the issues surrounding coming out, homophobia in the workplace, spirituality, identity formation, and issues that require a non-heterosexist approach, such as domestic violence and relationship concerns. Grounded in current theory, each chapter explains the rationale for the activity it proposes, includes contraindications, and provides a list of helpful resources for therapists and clients.Here are just a few of the issues this extraordinary book explores in its four thoughtfully planned sections:Section I: Homework, Handouts, and Activities for Coming Out and Managing Homophobia and Heterosexism addresses: conflicts in self-perceptions obstacles to the growth of a healthy GLB identity dealing with the trauma and anxiety that result from discrimination using semi-hypnotic visualization to treat internalized homophobia helping bisexuals decide whether to come out or to “pass” coping with internalized homophobic messages dealing with heterosexism in the workplace or at school Section II: Homework, Handouts, and Activities for Relationship Issues will help you and your clients understand and work on issues involving: choosing the right partner intimacy and gender roles financial stability assimilation, queer pride, and everything in between how ethnicity and coupling impact sexual identity negotiating a healthy open relationship sexual concerns, sexual dysfunction, and pleasuring sexual role values for bisexual and lesbian womenSection III: Homework, Handouts, and Activities for Gender, Ethnic, and Sexual Identity Issues addresses “who am I” issues: sexual orientation and gender identity the intersection of sexual and ethnic identity oppression on multiple fronts gender exploration for lesbiansSection IV: Homework, Handouts, and Activities for Specific Issues tackles concepts including: enhancing resilience through spirituality reconciling with religion spiritual wellness and the spiritual autobiography body image disturbances unwanted sexual behavior creating a safety plan in case of same-sex domestic violence alienation and finding a caring community medication adherence for HIV+ clients the difficulties faced by coupled lesbians with children family care planning addiction and recovery healing from the wounds of homophobia relationships with ex-partners managing workplace stressIf you're new to treating lesbian, gay, and bisexual clients you’ll find rich material, based in current literature, to guide your work. If you've already worked extensively with LGBT clients, the activities and fresh, innovative strategies in The Therapist's Notebook for Lesbian, Gay, and Bisexual Clients will expand and invigorate your skills.

Theory & Practice in Clinical Social Work

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Author :
Publisher : SAGE
ISBN 13 : 1412981387
Total Pages : 881 pages
Book Rating : 4.4/5 (129 download)

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Book Synopsis Theory & Practice in Clinical Social Work by : Jerrold R. Brandell

Download or read book Theory & Practice in Clinical Social Work written by Jerrold R. Brandell and published by SAGE. This book was released on 2010-02-16 with total page 881 pages. Available in PDF, EPUB and Kindle. Book excerpt: Today's clinical social workers face a spectrum of social issues and problems of a scope and severity hardly imagined just a few years ago and an ever-widening domain of responsibility to overcome them. Theory and Practice in Clinical Social Work is the authoritative handbook for social work clinicians and graduate social work students, that keeps pace with rapid social changes and presents carefully devised methods, models, and techniques for responding to the needs of an increasingly diverse clientele. Following an overview of the principal frameworks for clinical practice, including systems theory, behavioral and cognitive theories, psychoanalytic theory, and neurobiological theory, the book goes on to present the major social crises, problems, and new populations the social work clinician confronts each day. Theory and Practice in Clinical Social Work includes 29 original chapters, many with carefully crafted and detailed clinical illustrations, by leading social work scholars and master clinicians who represent the widest variety of clinical orientations and specializations. Collectively, these leading authors have treated nearly every conceivable clinical population, in virtually every practice context, using a full array of treatment approaches and modalities. Included in this volume are chapters on practice with adults and children, clinical social work with adolescents, family therapy, and children's treatment groups; other chapters focus on social work with communities affected by disasters and terrorism, clinical case management, cross-cultural clinical practice, psychopharmacology, practice with older adults, and mourning and loss. The extraordinary breadth of coverage will make this book an essential source of information for students in advanced practice courses and practicing social workers alike.

Your Clients for Life

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Author :
Publisher : Dearborn Trade Publishing
ISBN 13 : 9780793149544
Total Pages : 280 pages
Book Rating : 4.1/5 (495 download)

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Book Synopsis Your Clients for Life by : Mitch Anthony

Download or read book Your Clients for Life written by Mitch Anthony and published by Dearborn Trade Publishing. This book was released on 2002 with total page 280 pages. Available in PDF, EPUB and Kindle. Book excerpt: The financial planing profession is undergoing a transformation from the historical approach of transactions and straight asset accumulation to an integrated financial and life planning strategy for customers. Your Clients for Life: The Definitive Guide to Becoming a Successful Financial Life Planner is a roadmap that financial planners can use to understand how to make the connection between financial planning and life planning. Its premise is that advisors of the future will need to deal more with money as an element of a client's life that cannot be viewed alone.