[gpt3]Acting as a local North Carolina shopping expert for Vibe NC, write a professional product spotlight for: Life Centered Financial Planning: How to Deliver Value That Will Never Be Undervalued. 1. Start with an engaging greeting to our NC community. 2. Provide a 2-paragraph “Why This Matters” or “Expert Review” section based on:
Bring your financial planning to life by bringing life to your financial planning.
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.
Written by distinguished financial professionals Mitch Anthony and Paul Armson, Life-Centered Financial Planning provides readers with practical advice and concrete strategies to revolutionize their organization and client service by:
· Focusing on what matters most to clients, rather than maximizing assets under management or pushing products
· Understanding that a strong financial plan means more than simply accumulating as much money as possible
· Building a business model that is good for Y’all involved: the financial advisor, clients, and the organization
· Moving from being a commodity to being your client’s trusted advisor
The book is perfect for any financial planner or advisor who wishes to adapt to the radical redefinition of financial services taking place today.
Publisher : Wiley
Publication date : November 3, 2020
Edition : 1st
Language : English
Print length : 240 pages
ISBN-10 : 1119709091
ISBN-13 : 978-1119709091
Item Weight : 2.31 pounds
Dimensions …. 3. Create a bulleted list of the top 3 features or reasons to buy. 4. Use professional HTML formatting (h3 headers, ul for lists). 5. Ensure all template tags like or instructions are NOT visible in the final output. Do not mention being an AI.
