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Life Centered Financial Planning

Life Centered Financial Planning
Author: Mitch Anthony
Publisher: John Wiley & Sons
Total Pages: 248
Release: 2020-11-03
Genre: Business & Economics
ISBN: 1119709091
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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 everyone 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.

The New Retirementality

The New Retirementality
Author: Mitch Anthony
Publisher: John Wiley & Sons
Total Pages: 8
Release: 2010-12-21
Genre: Business & Economics
ISBN: 1118039513
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With this latest edition of The New Retirementality, readers will quickly discover how to achieve the freedom to pursue their retirement goals?at their own pace, on their own terms?regardless of their age. Most people won't experience the same retirement that their parents did, nor do they necessarily want to. Page by page, top financial planner Mitch Anthony reveals how new opportunities will enable individuals to create tailor-made retirements. He includes new research and studies to back his insights and introduces readers to important concepts such as "wealthcare" and "return on life." Filled with engaging anecdotes and inspirational suggestions, this book will motivate readers to rethink the way they retire.

Financial Planning for High Net Worth Individuals

Financial Planning for High Net Worth Individuals
Author: Richard H. Mayer
Publisher: Beard Books
Total Pages: 432
Release: 2003-12
Genre: Business & Economics
ISBN: 9781587982323
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A comprehensive and authoritative guide to the art and science of wealth management.

Financial Planning--the Next Step

Financial Planning--the Next Step
Author: Roy T. Diliberto
Publisher: Advisorpress
Total Pages: 198
Release: 2006-01-01
Genre: Finance, Personal
ISBN: 9780975344842
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Financial Planning?The Next Step: A Practical Approach to Merging Your Clients' Money with Their Lives focuses on the way to structure a practice to ensure financial planners are focused 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 discuss how to plan holistically from the starting point'who is your client and what are their personal goals and needs?Not focused solely on the relationship with the client, Diliberto shines a bright light on the practice itself. He examines how a firm is structured, who is part of the financial planning team, compensation, and effective and reasonable marketing for the financial planning firm.

Essentials of Personal Financial Planning

Essentials of Personal Financial Planning
Author: Susan M. Tillery
Publisher: John Wiley & Sons
Total Pages: 464
Release: 2018-09-21
Genre: Business & Economics
ISBN: 1119421233
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ESSENTIALS OF PERSONAL FINANCIAL PLANNING Essentials of Personal Financial Planning was written to challenge the status quo by promoting personal financial planning (PFP) as a profession, not as a sales tool to gather assets under management or facilitate sales of insurance products. The book takes a comprehensive and integrated approach to PFP for accounting students, allowing them to view the profession through the lens of a CPA – with integrity and objectivity. This book systematically introduces the essentials of all the major PFP topics (estate, retirement, investments, insurance, and tax), as well as: The PFP process, concepts and regulatory environment. Professional responsibilities of a CPA personal financial planner and the requirements of the Statement on Standards in PFP Services. Time value of money concepts. The book then builds on these foundational concepts, showing their interconnectivity and professional opportunities, to provide a deeper understanding of PFP and its application. After reading this book, students will be able to apply the knowledge and skills gained from this course to have an immediate and long-term positive impact for themselves and for the clients they serve.

The New Retirementality

The New Retirementality
Author: Mitch Anthony
Publisher: John Wiley & Sons
Total Pages: 231
Release: 2020-01-02
Genre: Business & Economics
ISBN: 1119611482
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Stop making a living and start making a life with The New Retirementality™ In 2000, when top financial philosopher and bestselling author Mitch Anthony first presented a new way of thinking about retirement, it was novel, and many critics didn't buy into it. Originally written to get the attention of baby boomers, Mitch ended up starting a revolution by showing us that everything we had read about retirement was wrong—we needed a "new retirementality." Fast-forward to today, when most of us are facing a very different retirement: fewer pensions, escalating healthcare costs, and inadequate savings. For many of us, retirement may never happen, or it will take place much later than we expected. Far from being full of doom and gloom, The New Retirementality, Fifth Edition, offers a message of hope, along with a roadmap for navigating the choppy waters of retirement planning. While most books focus on Return on Investment, Mitch shows us that Return on Life™—living the best life possible with the resources we have—is a more fulfilling and achievable approach. New to this edition: The latest research and studies, as well as a discussion of Life-Centered Planning™—a unique approach to financial and retirement planning, focused on individual goals and needs instead of the outmoded one-size-fits-all approach. Explores the role of purpose in retirement planning, including the expanding role of work in retirement, and why it can take three or four tries to get retirement right. Features the New Retirementality Profile, the ROL Index for helping you analyze and reflect on how you are using your money toward improving your life, and worksheets to help you get organized. Filled with engaging anecdotes, practical advice, and inspirational suggestions, this book will motivate you to rethink what retirement means—and put you in a better position to enjoy the new retirementality you deserve.

The 7 Habits of Highly Successful Financial Planners

The 7 Habits of Highly Successful Financial Planners
Author: Paul D Armson
Publisher:
Total Pages: 148
Release: 2016-02-03
Genre: Business & Economics
ISBN: 9781523729876
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This book helps Financial Advisers, Financial Planners and Wealth Managers adopt a profitable client focused service proposition.

Comprehensive Financial Planning Strategies for Doctors and Advisors

Comprehensive Financial Planning Strategies for Doctors and Advisors
Author: David Edward Marcinko
Publisher: CRC Press
Total Pages: 748
Release: 2014-12-09
Genre: Business & Economics
ISBN: 1482240289
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Drawing on the expertise of multi-degreed doctors, and multi-certified financial advisors, Comprehensive Financial Planning Strategies for Doctors and Advisors: Best Practices from Leading Consultants and Certified Medical PlannersTM will shape the industry landscape for the next generation as the current ecosystem strives to keep pace. Traditional generic products and sales-driven advice will yield to a new breed of deeply informed financial advisor or Certified Medical PlannerTM. The profession is set to be transformed by "cognitive-disruptors" that will significantly impact the $2.8 trillion healthcare marketplace for those financial consultants serving this challenging sector. There will be winners and losers. The text, which contains 24 chapters and champions healthcare providers while informing financial advisors, is divided into four sections compete with glossary of terms, CMPTM curriculum content, and related information sources. For ALL medical providers and financial industry practitioners For NEW medical providers and financial industry practitioners For MID-CAREER medical providers and financial industry practitioners For MATURE medical providers and financial industry practitioners Using an engaging style, the book is filled with authoritative guidance and healthcare-centered discussions, providing the tools and techniques to create a personalized financial plan using professional advice. Comprehensive coverage includes topics likes behavioral finance, modern portfolio theory, the capital asset pricing model, and arbitrage pricing theory; as well as insider insights on commercial real estate; high frequency trading platforms and robo-advisors; the Patriot and Sarbanes–Oxley Acts; hospital endowment fund management, ethical wills, giving, and legacy planning; and divorce and other special situations. The result is a codified "must-have" book, for all health industry participants, and those seeking advice from the growing cadre of financial consultants and Certified Medical PlannersTM who seek to "do well by doing good," dispensing granular physician-centric financial advice: Omnia pro medicus-clientis. RAISING THE BAR The informed voice of a new generation of fiduciary advisors for healthcare

The One-Page Financial Plan

The One-Page Financial Plan
Author: Carl Richards
Publisher: Portfolio
Total Pages: 226
Release: 2015-03-31
Genre: Business & Economics
ISBN: 1591847559
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Intends to remove the complexity from investing by encouraging readers to identify deeply personal goals and to use a series of steps to help set up and attain a workable, meaningful financial plan.

Values-based Financial Planning

Values-based Financial Planning
Author: Bill Bachrach
Publisher:
Total Pages: 174
Release: 2000
Genre: Business & Economics
ISBN: 9781887006033
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Whether you're already well-to-do or just beginning to build a nest egg, this book will help you to make smart financial choices based on what's important to you ...