Life-centered financial planning : how to deliver value that will never be undervalued /: how to deliver value that will never be undervalued. (2020)

• Record Type: Book
• Further Information: Note: Mitch Anthony.
• Authors: Anthony, Mitch; Armson, Paul
• Contents: Dedication (NOTE: To come) Preface Acknowledgments (NOTE: To come) Part One: The End of Financial Services as We Know It Chapter 1 The Masquerade Party is Over Chapter 2 Erosive Value Propositions Chapter 3 Deprogramming Advisory Magical Thinking Chapter 4 Misplaced Value Chapter 5 The Bottom Line is Not a Number Part Two: Making the Shift to Life-Centered Financial Planning Chapter 6 From Money Centered to Life Centered Chapter 7 Values that Value Chapter 8 Soft Skills Are Really the Hard Stuff Chapter 9 Answers Get Questioned, Questions Get Answered Chapter 10 Delivering Reality Checks Part Three: The Dialogues of the Future Chapter 11 What is Your Fiscalosophy? Chapter 12 What is your Return on Life? Chapter 13 Money in Motion Chapter 14 Retirement Reframed Chapter 15 Personal Values and Account Values Chapter 16 Enough Already… Epilogue Appendix Return on Life™ (ROL) Manifesto About the Authors
• Edition: 1st
• Publisher Details: Hoboken : John Wiley & Sons, Inc
• Publication Date: 2020
• Extent: 1 online resource
• Subjects: 332.024; Financial planners; Financial services industry; Finance, Personal
• Languages: English
• ISBNs: 9781119709107; 9781119709114
• Related ISBNs: 9781119709091
• Notes: Note: Description based on CIP data; resource not viewed.
• Access Rights: Legal Deposit; Only available on premises controlled by the deposit library and to one user at any one time; The Legal Deposit Libraries (Non-Print Works) Regulations (UK).
• Access Usage: Restricted: Printing from this resource is governed by The Legal Deposit Libraries (Non-Print Works) Regulations (UK) and UK copyright law currently in force.