{"product_id":"life-centered-financial-planning-isbn-9781119709091","title":"Life Centered Financial Planning","description":"\u003cp\u003e\u003cb\u003eBring your financial planning to life by bringing life to your financial planning.\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003e\u003ci\u003eLife-Centered Financial Planning: How to Deliver Value That Will Never Be Undervalued\u003c\/i\u003e 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.\u003c\/p\u003e \u003cp\u003eWritten by distinguished financial professionals Mitch Anthony and Paul Armson, \u003ci\u003eLife-Centered Financial Planning \u003c\/i\u003eprovides readers with practical advice and concrete strategies to revolutionize their organization and client service by:\u003c\/p\u003e \u003cp\u003e· Focusing on what matters most to clients, rather than maximizing assets under management or pushing products\u003c\/p\u003e \u003cp\u003e· Understanding that a strong financial plan means more than simply accumulating as much money as possible\u003c\/p\u003e \u003cp\u003e· Building a business model that is good for everyone involved: the financial advisor, clients, and the organization\u003c\/p\u003e \u003cp\u003e· Moving from being a commodity to being your client's trusted advisor\u003c\/p\u003e \u003cp\u003eThe book is perfect for any financial planner or advisor who wishes to adapt to the radical redefinition of financial services taking place today.\u003c\/p\u003e \u003cp\u003ePreface xiii\u003c\/p\u003e \u003cp\u003eAcknowledgments xvii\u003c\/p\u003e \u003cp\u003e\u003cb\u003ePart I: \u003c\/b\u003e\u003cb\u003eThe End of Financial Services As We Know It 1\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 1: \u003c\/b\u003e\u003cb\u003eThe Masquerade Party is Over 3\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eFinancial Advice in Flux 6\u003c\/p\u003e \u003cp\u003eExpanding Your Reach 8\u003c\/p\u003e \u003cp\u003eComprehension of Context 8\u003c\/p\u003e \u003cp\u003eNarrative and Understanding 9\u003c\/p\u003e \u003cp\u003eEmotional Connectivity 9\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 2: \u003c\/b\u003e\u003cb\u003eErosive Value Propositions 11\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eVacuous and Vaporous 13\u003c\/p\u003e \u003cp\u003eVery Brief History of Distrust 15\u003c\/p\u003e \u003cp\u003eChange Your Mindset 18\u003c\/p\u003e \u003cp\u003eTracking Your Client’s Life 19\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 3: \u003c\/b\u003e\u003cb\u003eDeprogramming Advisory Magical Thinking 21\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eThe Crystal Ball 22\u003c\/p\u003e \u003cp\u003eIndiana Jones and the Temple of Doom 23\u003c\/p\u003e \u003cp\u003eRIP Comparison 24\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 4: \u003c\/b\u003e\u003cb\u003eMisplaced Value 31\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eBecoming Financially Independent is Easy 32\u003c\/p\u003e \u003cp\u003eChange Your Focus 35\u003c\/p\u003e \u003cp\u003eAre You Embarrassed Easily? 36\u003c\/p\u003e \u003cp\u003eUnderstanding the Three Hats You Wear 37\u003c\/p\u003e \u003cp\u003eThe Third Hat: Financial Adviser 37\u003c\/p\u003e \u003cp\u003eThe Second Hat: Financial Planner 38\u003c\/p\u003e \u003cp\u003eThe First Hat: Life Planner 38\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 5: \u003c\/b\u003e\u003cb\u003eThe Bottom Line is Not a Number 41\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eThe Human Elements 42\u003c\/p\u003e \u003cp\u003eThe Central Question 43\u003c\/p\u003e \u003cp\u003eBuilding Relationships: The Roles You Will Play 44\u003c\/p\u003e \u003cp\u003eReturn on Life™ (ROL) Manifesto 46\u003c\/p\u003e \u003cp\u003eWhat We Need to Know and Continue to Know 47\u003c\/p\u003e \u003cp\u003eYour Bottom Line 48\u003c\/p\u003e \u003cp\u003e\u003cb\u003ePart II: \u003c\/b\u003e\u003cb\u003eMaking the Shift to Life-Centered Financial Planning 51\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 6: \u003c\/b\u003e\u003cb\u003eFrom Money Centered to Life Centered 53\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eIt’s All about Discovery 57\u003c\/p\u003e \u003cp\u003eThe Past 57\u003c\/p\u003e \u003cp\u003eThe Present 58\u003c\/p\u003e \u003cp\u003eThe Future 59\u003c\/p\u003e \u003cp\u003eA Tale of Two Advisers 60\u003c\/p\u003e \u003cp\u003eAdviser A 60\u003c\/p\u003e \u003cp\u003eAdviser B 61\u003c\/p\u003e \u003cp\u003eThe Journey That is Life 64\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 7: \u003c\/b\u003e\u003cb\u003eValues That Value 67\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eDecommoditize 68\u003c\/p\u003e \u003cp\u003eCore Values 70\u003c\/p\u003e \u003cp\u003eOrganization: We will help bring order to your financial life. 71\u003c\/p\u003e \u003cp\u003eAccountability: We will help you follow through on your financial commitments. 72\u003c\/p\u003e \u003cp\u003eObjectivity: We will provide insight from the outside to help you avoid emotionally driven decisions in important money matters. 72\u003c\/p\u003e \u003cp\u003eProactivity: We will help you anticipate the key transitions in your life so that you will be financially prepared for them. 73\u003c\/p\u003e \u003cp\u003eEducation: We will explore the specific knowledge you will need to succeed in your situation. 73\u003c\/p\u003e \u003cp\u003ePartnership: We will work with you to help you achieve the best life possible. 74\u003c\/p\u003e \u003cp\u003eMaking the Leap 75\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 8: \u003c\/b\u003e\u003cb\u003eSoft Skills Are Really the Hard Stuff 77\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eThe Self-Centered Self-Delusion 80\u003c\/p\u003e \u003cp\u003eThe Empathy Report Card 82\u003c\/p\u003e \u003cp\u003e“I Feel You, Man” 83\u003c\/p\u003e \u003cp\u003ePathways to Resonance 85\u003c\/p\u003e \u003cp\u003eRoadblocks to Resonance 86\u003c\/p\u003e \u003cp\u003eYou Gotta Serve Somebody 87\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 9: \u003c\/b\u003e\u003cb\u003eAnswers Get Questioned, Questions Get Answered 91\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eMonologos 91\u003c\/p\u003e \u003cp\u003eDialogos 92\u003c\/p\u003e \u003cp\u003e\u003ci\u003eReally \u003c\/i\u003eSmart People 94\u003c\/p\u003e \u003cp\u003eMeaningful Questions 95\u003c\/p\u003e \u003cp\u003eDon’t Dive Deep Out of the Blue 96\u003c\/p\u003e \u003cp\u003eEstablish Context for What You’re Going to Be Asking 97\u003c\/p\u003e \u003cp\u003eAnchor the Story; Link the Story You Hear to the Service You’ll Be Delivering 98\u003c\/p\u003e \u003cp\u003eQuestions for the Quest 98\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 10: \u003c\/b\u003e\u003cb\u003eDelivering Reality Checks 103\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eReality Check 1: Your Clients Need to Know Where Their Money is Going 103\u003c\/p\u003e \u003cp\u003eClient Habits 104\u003c\/p\u003e \u003cp\u003eReality Check 2: Your Clients Need to Be Responsible for Their Own Assumptions 106\u003c\/p\u003e \u003cp\u003eFinancial Independence versus Financial Dependence 107\u003c\/p\u003e \u003cp\u003eReality Check 3: Your Clients Need to Understand That What They Do with Their Income Impacts Their Life Outcome 109\u003c\/p\u003e \u003cp\u003e\u003cb\u003ePart III: \u003c\/b\u003e\u003cb\u003eThe Dialogues of the Future 117\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 11: \u003c\/b\u003e\u003cb\u003eWhat’s Your Fiscalosophy? 119\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eOrganically Speaking 120\u003c\/p\u003e \u003cp\u003ePast→Path Forward→Pathos 121\u003c\/p\u003e \u003cp\u003eUnderstanding Their Drivers 122\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 12: \u003c\/b\u003e\u003cb\u003eWhat is Your Return on Life? 131\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eResetting the Focus 141\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 13: \u003c\/b\u003e\u003cb\u003eMoney in Motion 143\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eWhat Was I Thinking? 144\u003c\/p\u003e \u003cp\u003eCome Back from the Future: Life Transitions 145\u003c\/p\u003e \u003cp\u003eThe Here and Now, and Near Horizon 147\u003c\/p\u003e \u003cp\u003eTransitioning to Transitions 148\u003c\/p\u003e \u003cp\u003eThe Ongoing Conversation—Life Unfolding 152\u003c\/p\u003e \u003cp\u003eCause or Effect 153\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 14: \u003c\/b\u003e\u003cb\u003eRetirement Reframed 155\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eIndividually Speaking 156\u003c\/p\u003e \u003cp\u003eRetirement Staging 156\u003c\/p\u003e \u003cp\u003eStep 1: Observing 157\u003c\/p\u003e \u003cp\u003eStep 2: Visioning 158\u003c\/p\u003e \u003cp\u003eStep 3: Working 161\u003c\/p\u003e \u003cp\u003eStep 4: Personalization 165\u003c\/p\u003e \u003cp\u003eNew Heroes for a New Era: Retirementors 168\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 15: \u003c\/b\u003e\u003cb\u003ePersonal Values and Account Values 171\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eScrambled Signals 172\u003c\/p\u003e \u003cp\u003eLocate Your Values 173\u003c\/p\u003e \u003cp\u003eThe Time is upon Us 174\u003c\/p\u003e \u003cp\u003eRighteous Profits, Happy World 175\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 16: \u003c\/b\u003e\u003cb\u003eEnough Already… 185\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eCertain Uncertainties 187\u003c\/p\u003e \u003cp\u003eThree Types of Clients 188\u003c\/p\u003e \u003cp\u003eNot Enough 188\u003c\/p\u003e \u003cp\u003eGot Too Much 189\u003c\/p\u003e \u003cp\u003eThe Just Rights 190\u003c\/p\u003e \u003cp\u003eEpilogue 195\u003c\/p\u003e \u003cp\u003eAppendix: Return on Life\u003csup\u003eTM\u003c\/sup\u003e (ROL) Manifesto 197\u003c\/p\u003e \u003cp\u003eAbout the Authors 199\u003c\/p\u003e \u003cp\u003eIndex 203\u003c\/p\u003e  \u003cp\u003e\u003cb\u003eMITCH ANTHONY\u003c\/b\u003e is the co-founder of www.LifeCenteredPlanners.com and ROLAdvisor.com, both global communities of life centered financial planners. He is the author of 18 books and a widely sought-after trainer, consultant, and educator on the topics of financial planning and relationship development. \u003c\/p\u003e\u003cp\u003e\u003cb\u003ePAUL ARMSON\u003c\/b\u003e is the co-founder of www.LifeCenteredPlanners.com and the founder of www.InspiringAdvisers.co.uk and the Lifestyle Financial Planning 7 Step Success System, a proven online training program that helps any advisor, anywhere deliver life-changing life centered financial planning.   \u003c\/p\u003e\u003cp\u003eAll too often, financial planning is reduced to dollars and cents. Authors Mitch Anthony and Paul Armson remind us that it's actually about the people behind the numbers. In \u003ci\u003eLife Centered Financial Planning: How to Deliver Value That Will Never Be Undervalued\u003c\/i\u003e, clients' lives are put back at the forefront of financial planning with a life centered guide for financial planners that brings tremendous value to clients and their families. \u003c\/p\u003e\u003cp\u003eThis book acts as a reminder to financial planners that what matters most to their clients is not the size of their portfolio but the life opportunities that their money affords them. \u003ci\u003eLife Centered Financial Planning\u003c\/i\u003e shows financial planners how to put a client's life at the very center of their service proposition—and in the process help their clients to get the best life possible with the money they have. Readers of this book will make themselves indispensable to the clients they serve. \u003c\/p\u003e\u003cp\u003eWritten in three parts, \u003ci\u003eLife Centered Financial Planning\u003c\/i\u003e begins by critiquing the industry's focus on assets-under- management metrics and incessant product pushing. It advocates for a return to a truly client-centered service. \u003c\/p\u003e\u003cp\u003eIn Part Two, the authors discuss how to make the shift to life centered planning in your financial planning practice. They examine the soft skills necessary to really engage with your clients and teach you to focus on the values that really matter in your clients' lives. \u003c\/p\u003e\u003cp\u003eIn the third and final part, the authors look to the future of financial planning and challenge readers to envision a trusted financial planning profession that puts life first, money second. \u003c\/p\u003e\u003cp\u003ePerfect for any experienced or aspiring financial planner who hopes to grow and improve their practice, \u003ci\u003eLife Centered Financial Planning\u003c\/i\u003e is an indispensable guide to making yourself invaluable to your clients.   \u003c\/p\u003e\u003cp\u003e\u003ci\u003eLife Centered Financial Planning: How to Deliver Value That Will Never Be Undervalued\u003c\/i\u003e refocuses financial planners on the core of their business: the client. Telling a valuable narrative about the importance of the life events of clients, the book teaches readers how to deliver tremendous value to clients by centering their financial planning and advice on what clients want most. \u003c\/p\u003e\u003cp\u003eRejecting an approach that's all too common in the financial planning profession, authors Mitch Anthony and Paul Armson are not concerned about your assets-under-management or how many financial products you've sold. Their question is simple: How have you helped your client to get a better life? \u003c\/p\u003e\u003cp\u003eRarely has so much value been presented by a single key insight as is being offered in \u003ci\u003eLife Centered Financial Planning\u003c\/i\u003e. The book discusses the current state of the financial planning profession and how it can be improved by changing our focus from money to life. The authors also describe how to make the shift, in your own practice, from a money-centered approach to a life centered approach. Finally, the authors look to the future to envision what a new kind of financial planning profession might look like when we put our clients' lives at the center of every conversation, not their money.\u003c\/p\u003e","brand":"Wiley","offers":[{"title":"Default Title","offer_id":47989527511269,"sku":"NP9781119709091","price":32.0,"currency_code":"USD","in_stock":false}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/1842\/7735\/files\/9781119709091.jpg?v=1761784467","url":"https:\/\/k12savings.com\/es\/products\/life-centered-financial-planning-isbn-9781119709091","provider":"K12savings","version":"1.0","type":"link"}