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Title: Your Clients for Life by Mitch Anthony ISBN: 0-7931-4954-1 Publisher: Dearborn Trade Publishing Pub. Date: 05 March, 2002 Format: Hardcover Volumes: 1 List Price(USD): $35.00 |
Average Customer Rating: 4 (2 reviews)
Rating: 3
Summary: Ultimately Disappointing
Comment: Mitch Anthony missed the mark with this book. It seems rushed. The book starts off very strong but ultimately disappoints. The biggest problem is that Mitch, who is an excellent speaker and communicator, doesn't tell us how to implement "life planning". Perhaps this is because this is a new field with few proven models. It is not the Definitive Guide to Becomming a Life Planner that the subtitle claims. Mitch, I know you can do better. Forget the deadlines and create a work from your heart. That is what life planning is really all about.
Rating: 5
Summary: Get MItch's Book!
Comment: I was priviledged to get an advance copy of Mitch's book. What a great find! Everyone in the industry is always talking about "life planning" but few have given us a good picture of what it should be. Mitch does that. In today's volatile investing world, those advisers who stick strictly to managing assets will find more problems keeping clients and manging their expectations. Using the techniques offered in life planning, you have a good chance at keeping your clients for life. This book is a keeper.
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Title: Storyselling for Financial Advisors : How Top Producers Sell by Mitch Anthony, Scott West ISBN: 0793136644 Publisher: Dearborn Trade Publishing Pub. Date: 12 January, 2000 List Price(USD): $30.00 |
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Title: New Retirementality by Mitch Anthony ISBN: 0793141826 Publisher: Dearborn Trade Publishing Pub. Date: 08 March, 2001 List Price(USD): $16.95 |
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Title: The Seven Stages of Money Maturity : Understanding the Spirit and Value of Money in Your Life by GEORGE KINDER ISBN: 0440508339 Publisher: Dell Pub. Date: 11 April, 2000 List Price(USD): $13.95 |
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Title: Effort-Less Marketing for Financial Advisors by Steve Moeller ISBN: 0967205905 Publisher: American Business Visions Pub. Date: 08 October, 1999 List Price(USD): $44.95 |
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Title: Deena Katz's Tools and Templates for Your Practice: For Financial Advisors, Planners, and Wealth Managers by Deena B. Katz ISBN: 157660084X Publisher: Bloomberg Pr Pub. Date: August, 2001 List Price(USD): $60.00 |
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