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Financial Planning: The Next Step: A Practical Approach to Merging Your Clients' Money with Their Lives
Financial Planning The Next Step A Practical Approach to Merging Your Clients' Money with Their Lives
Author: CFP Roy T. Diliberto
This book focuses on the way to structure a practice to ensure financial planners are concentrating on their clients' needs. A specialist in financial life planning, Diliberto challenges the notion of asset centered financial planning in favor of the client centered approach. He uses stories, personal examples, and wisdom from his career to disc...  more »
ISBN-13: 9780975344842
ISBN-10: 0975344846
Publication Date: 8/7/2006
Pages: 198
Edition: 1st
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Publisher: FPA Press
Book Type: Paperback
Members Wishing: 1
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