Financial Planning: The Next Step

Type

Book

Authors

Diliberto ( Roy T. Diliberto )

ISBN 10

0975344846

ISBN 13

9780975344846

Tags

in Greg's office

Description

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 discuss how to plan holistically, asking the questions 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.

(description from amazon)

Number of Copies