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Your Clients for Life: The Definitive Guide to Becoming a Successful Financial Planner Hardcover – March 5, 2002


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Product Details

  • Hardcover: 272 pages
  • Publisher: Kaplan Business (March 5, 2002)
  • Language: English
  • ISBN-10: 0793149541
  • ISBN-13: 978-0793149544
  • Product Dimensions: 9.3 x 6.2 x 0.9 inches
  • Shipping Weight: 1.2 pounds
  • Average Customer Review: 4.2 out of 5 stars  See all reviews (5 customer reviews)
  • Amazon Best Sellers Rank: #2,108,256 in Books (See Top 100 in Books)

Editorial Reviews

About the Author

A nationally respected authority on communications and relationship building within the financial industries, Mitch Anthony is committed to helping the industry formulate a new role for financial advisors.

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Customer Reviews

4.2 out of 5 stars
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Most Helpful Customer Reviews

12 of 12 people found the following review helpful By A Customer on December 16, 2003
Format: Hardcover Verified Purchase
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.
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1 of 1 people found the following review helpful By Kenneth R. Klabunde on April 23, 2013
Format: Kindle Edition Verified Purchase
I am 1/3 of the way through this book, and it is fantastic, like all of Mitch's work. But it was not properly formatted for the Kindle. Not a single chart, table, worksheet or questionnaire can be read on Kindle, are there are quite a few in this book. Will need to buy a hard copy and will have to repeat the dozens of highlights I have already made.
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4 of 6 people found the following review helpful By Neil B. Wood on November 6, 2005
Format: Hardcover Verified Purchase
One of my favorite books by Mitch is StorySelling for FA's. I like Your Clients for Life even more. Many advisors have many so many clients that the relationships seem a mile wide but only an inch deep. Mitch's book provides questions to strengthen those relationships that matter the most to the advisor. During the 1980's and 1990's, the focus was on gathering assets and lots of clients. The successful advisors of the future will have fewer clients with much stronger relationships, which will help them gain quality referrals. This books walks the advisor through each step they'll need. What a great guide!
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10 of 16 people found the following review helpful By Deena Katz on June 27, 2002
Format: Hardcover
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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By Stuart on July 31, 2014
Format: Kindle Edition Verified Purchase
Thought provoking and real to the industry
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