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

4.3 out of 5 stars 6 customer reviews

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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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Product Details

  • Hardcover: 272 pages
  • Publisher: Kaplan Business (March 5, 2002)
  • Language: English
  • ISBN-10: 0793149541
  • ISBN-13: 978-0793149544
  • Product Dimensions: 0.8 x 6 x 9 inches
  • Shipping Weight: 1.2 pounds
  • Average Customer Review: 4.3 out of 5 stars  See all reviews (6 customer reviews)
  • Amazon Best Sellers Rank: #1,115,509 in Books (See Top 100 in Books)

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Customer Reviews

Top Customer Reviews

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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Format: Kindle Edition Verified Purchase
If you are looking for a way to make your financial advisory business about more than just money, Mitch's book is a must-read. This book takes you inside how to help your clients start using their money to make a life; rather than using their life to make money. This book helped me find my voice and improve the way I help my clients. This should be on the reading list of every new financial planner. If you want to find a way to make your practice standout in a financial services world that is becoming more and more commoditized every day, this is the book for you.
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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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