<p>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.</p>

Financial Planning: The Next Step: A Practical Approach to Merging Your Clients' Money with Their Lives

Business & Money

Roy T. Diliberto, CFP

Personal Finance

FPA Press

See the best price to sell, buy, or rent books by Roy T. Diliberto, CFP. BookScouter helps to compare book prices from 25+ online bookstores and 30+ buyback vendors with a single search.

Books by Roy T. Diliberto, CFP

See the best price to sell, buy, or rent books by Roy T. Diliberto, CFP. BookScouter helps to compare book prices from 25+ online bookstores and 30+ buyback vendors with a single search.

Financial Planning: The Next Step: A Practical Approach to Merging Your Clients' Money with Their Lives