- Published Year: 2020
- Page count: 240
- File Size: 8 Mb
- Language: English
- Published by: Wiley
- Visited by: 7
- Rating/Review: 4.5
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ISBN:
1119709091
9781119709091
تندتک
در این کانال تلگرام، مسعود بیگی، تجربیات خود را از دنیای تکنولوژی، استارتاپ، کارآفرینی و مدیریت فنی با شما به اشتراک می گذارد
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Each download or ask from book AI costs 2 points. To earn more free points, please visit the Points Guide Page and complete some valuable actions.Introduction
Welcome to 'Life Centered Financial Planning: How to Deliver Value That Will Never Be Undervalued', a transformative guide to shifting the paradigms of financial planning from a numbers-focused approach to a more holistic, life-centered perspective. Our endeavor with this book is to pivot the financial advisory community towards practices that honor the unique lives and narratives of clients rather than merely their assets.
Detailed Summary of the Book
Financial advice has traditionally revolved around numbers, growth, and maximizing returns. However, in this book, we argue that true value lies in understanding clients' life stories and helping them live their lives with purpose. 'Life Centered Financial Planning' introduces a model where financial planning becomes a junction of personal aspirations and financial strategy.
Our approach in the book is organized around several core principles: identifying clients' life goals, harnessing deep listening skills, and employing strategies that align with individual values. By focusing on life planning, financial professionals can offer enduring value that transcends traditional financial metrics.
This book is grounded in real-life scenarios and enriched with practical insights aimed an empowering financial advisors to transition to this new model, engage clients more meaningfully, and enhance the quality of financial advice globally.
Key Takeaways
- Adopt a life-centered approach to create deeper connections with clients.
- Shift from a product-centric to a people-centric financial planning model.
- Use storytelling and listening as tools to uncover clients' true aspirations.
- Reframe financial success as the alignment of personal happiness with financial strategies.
- Implement practices that ensure sustained client relationships and long-term business success.
Famous Quotes from the Book
"Numbers may measure money, but stories measure life."
"The true currency of financial advice is not assets under management, but lives touched and goals realized."
"Transform your client relationships from transactions to transformational experiences."
Why This Book Matters
In an industry saturated with financial products and investment jargon, 'Life Centered Financial Planning' serves as an essential compass for advisors seeking new ways to authenticate their practice. Amidst economic volatility and evolving client expectations, the book underscores the significance of life-focused advice that adapts and remains relevant to real people with real stories.
Our text is especially crucial for financial professionals aiming to future-proof their practices by nurturing relationships that prioritize client satisfaction and retention over mere financial transactions. By investing time in understanding clients' lives, readers can capitalize on opportunities to provide advice that resonates and delivers unmatched value.
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