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Bring your financial planning to life by bringing life to your financial planning. Life-Centered Financial Planning: How to Deliver Value That Will Never Be Undervalued shows financial planners and advisors how to radically improve the service they provide to their clients by tying their decisions and strategies to their clients’ life events, stages, and goals. Written by distinguished financial professionals Mitch Anthony and Paul Armson, Life-Centered Financial Planning provides readers with practical advice and concrete strategies to revolutionize their organization and client service by: · Focusing on what matters most to clients, rather than maximizing assets under management or pushing products · Understanding that a strong financial plan means more than simply accumulating as much money as possible · Building a business model that is good for everyone involved: the financial advisor, clients, and the organization · Moving from being a commodity to being your client's trusted advisor The book is perfect for any financial planner or advisor who wishes to adapt to the radical redefinition of financial services taking place today.
Inspiring and practical, "The New Retirementality" illustrates how readers can achieve the direction and financial security necessary to live the lives they really want, beginning now.
Financial Planning?The Next Step: A Practical Approach to Merging Your Clients' Money with Their Lives focuses on the way to structure a practice to ensure financial planners are focused 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 from the starting point'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.
Stop making a living and start making a life with The New Retirementality™ In 2000, when top financial philosopher and bestselling author Mitch Anthony first presented a new way of thinking about retirement, it was novel, and many critics didn't buy into it. Originally written to get the attention of baby boomers, Mitch ended up starting a revolution by showing us that everything we had read about retirement was wrong—we needed a "new retirementality." Fast-forward to today, when most of us are facing a very different retirement: fewer pensions, escalating healthcare costs, and inadequate savings. For many of us, retirement may never happen, or it will take place much later than we expected. Far from being full of doom and gloom, The New Retirementality, Fifth Edition, offers a message of hope, along with a roadmap for navigating the choppy waters of retirement planning. While most books focus on Return on Investment, Mitch shows us that Return on Life™—living the best life possible with the resources we have—is a more fulfilling and achievable approach. New to this edition: The latest research and studies, as well as a discussion of Life-Centered Planning™—a unique approach to financial and retirement planning, focused on individual goals and needs instead of the outmoded one-size-fits-all approach. Explores the role of purpose in retirement planning, including the expanding role of work in retirement, and why it can take three or four tries to get retirement right. Features the New Retirementality Profile, the ROL Index for helping you analyze and reflect on how you are using your money toward improving your life, and worksheets to help you get organized. Filled with engaging anecdotes, practical advice, and inspirational suggestions, this book will motivate you to rethink what retirement means—and put you in a better position to enjoy the new retirementality you deserve.
How to build a financial plan that really blends into your life The latest volume in the bestselling Ultimate series, Jim Stovall and Tim Maurer's The Ultimate Financial Plan: Balancing Your Money and Life is a one-stop, comprehensive, personal financial planning book exploring the intersection of money and life. The Ultimate Financial Plan examines the connection between actions, thoughts, and feelings when it comes to all things financial. The key to getting the most out of your wealth, the authors argue, is certainly found in the wise utilization of tools, like budgets, bank accounts, 401(k)s, IRAs, Roth IRAs, education savings plans, and real estate, as well as home, auto, business, health, disability, and long term care insurance, but even more so in the contentment found in balancing money's influence in our lives with personal values and goals. An insider's look into the recently humbled "Big 3"—the banks, brokerage firms, and insurance companies—and the inner workings that often set their proprietary goals and objectives above all A critical examination of the role of various financial sales people, advisors, planners, and consultants A guide to navigating Economic Bias—a conflict of interest involving money—and how it affects every financial decision we make The Ultimate Financial Plan is the application of the resources at your disposal for the purpose of living your life to the fullest, and this book will show you the quickest route to getting started on the path to ultimate success.
Author Mitch Anthony has been recognized as the voice of conscience for the financial services industry. For more than a decade, he has shown advisors how building authentic, genuine relationships can serve clients' best interests and build heathly—and financially successful—practices at the same time. In From the Boiler Room to the Living Room, Mitch examines where the financial services industry has failed in the past, and what it needs to do to restore trust at both the individual and industry levels. He teaches readers how to better understand the emotional significance of the money that clients entrust to their advisors and the struggles they face as they attempt to get "more life for their money." The book also discusses why venture philosophy, funding single moments, and rethinking one's purpose in life is more important to clients than net worth or asset allocation. Finally, it discusses how to develop dialogues that forge meaningful, long-term client connections—in other words, how to stop selling and start listening.
A brand new collection of Saly A. Glassman’s powerful common-sense insights into personal financial security Transform “fairy tale” stories into real financial security: an extraordinary collection of insights and how-tos from award-winning financial advisor Saly A. Glassman! Now available as a collection, Saly A. Glassman’s Shorts teach no-nonsense financial lessons that everyone needs to learn. You’ll experience a quick, easy-to-read format that gets the point across fast! In Mirror, Mirror on the Wall: Personal Reflection for Sound Investing and Self-Improvement, Saly A. Glassman helps you seek your “true reflection” and understand three crucial realities about money. Discover how to build a happier, wealthier, and more fulfilling life. The Princess and the Frog: Managing Your Word and Your Investments helps you fully understand the financial “deals” you’re making, comprehend their consequences, and proceed with clarity and integrity. In Three Wishes: Why Wishing Is No Substitute for Financial Planning, Glassman explains why financial planning is even more important than you realize. Three Wishes clearly illuminates the consequences of poor planning and foolish goals and shows how to keep it from happening to you. In The Emperor's New Clothes: Investment Strategies That Help Keep You Covered, Glassman shows how to recognize when you’re deceiving yourself. You’ll learn how to manage greed and fear, avoid getting enticed by “magic bullet” solutions like gold or real estate, implement safeguards that reduce your risks, gain courage to face the truth, and use that knowledge to build your potential for long-term financial security!
You will learn how to prioritize your financial goals, make decisions, and manage your complex financial life. The result is a financial plan that decreases worry and stress, knowing that you are in control and are systematically building and protecting your wealth. There is an amazing amount of practical advice packed into this book based on the wisdom gained from over 10,000 individual meetings that Todd has had with his clients.....people just like you.
A deeply insightful guide to goal-based financial planning and wealth management Planning a Successful Future empowers advisors and clients to take control of their money and manage their income to achieve their financial goals. Written by the father of fee-only financial planning, this book features real-life stories and examples from over three decades in the industry to illustrate how financial planning works and the best way to create your strategy. You'll learn how to identify and prioritize your goals, and why they're important—and how to get where you need to be for retirement, education, home ownership, and more. Practical exercises get you started on the right track, and useful checklists keep you organized and focused along the way. You'll get expert insight on risk management, allocation, tax reduction, estate planning, and more, as you develop your strategy and put it into action. The financial services industry undergoes frequent changes, and financial planning specifically is affected to a high degree. Keeping up with the latest news and distinguishing trend from legitimate methodology can itself be a fulltime job. This book gives you the background you need to create a plan, and make the smart choices that will help you grow and protect your wealth. Create a realistic and goal-based financial plan Take a more proactive approach to your finances Identify your goals and how to achieve them Allocate investments appropriately for your situation Financial planning is complex, with many variables to analyze and outside forces that can derail even the best laid plans. Planning a Successful Future gives you the information, tools, strategies, and insight you need to make the best decisions for your financial future.
Life is not lived all at once - it's lived in moments, days, months, years, and decades. This means that the financial plans and actions we all have to take to meet our responsibilities sensibly must be organized by years and decades. Ben Stein wrote the original guide to this subject almost a quarter century ago. Now, Ben, along with Phil DeMuth, the eminent financial planner and writer, have gotten together to update the book, incorporating the massive changes that have occurred in the economy in the past 25 years. This book tells you what and when to save, how much to save, what to save it in, when to spend, and when to say no to your present and yes to your future. Yes, You Can Get A Financial Life! is a time-traveling guidebook on how to organize the money side of your life for all of the decades of your life.