{"product_id":"financial-planning-the-next-step-a-practical-approach-to-merging-your-clients-money-with-their-lives","title":"Financial Planning: The Next Step: A Practical Approach to Merging Your Clients' Money with Their Lives","description":"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.\u003cbr\u003eASIN: 0975344846\u003cbr\u003eVSKU: DBV.0975344846.G\u003cbr\u003eCondition: Good\u003cbr\u003eAuthor\/Artist:Roy T. Diliberto, CFP\u003cbr\u003eBinding: Paperback\u003cbr\u003e\u003cb\u003eNote:\u003c\/b\u003e Any images shown are stock photographs and product may differ from what is shown.  \u003cbr\u003e\u003cb\u003eCondition Notes\u003c\/b\u003e: Gently used with minimal wear on the corners and cover. A few pages may contain light highlighting or writing, but the text remains fully legible. Dust jacket may be missing, and supplemental materials like CDs or codes may not be included. May be ex-library with library markings. Ships promptly!  \u003cbr\u003e","brand":"Dream Books Co.","offers":[{"title":"Default Title","offer_id":41510566756410,"sku":"DBV.0975344846.G","price":4.49,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0555\/6011\/0138\/files\/0975344846-0.jpg?v=1783447492","url":"https:\/\/shop.dreambooksco.com\/products\/financial-planning-the-next-step-a-practical-approach-to-merging-your-clients-money-with-their-lives","provider":"Dream Books Co.","version":"1.0","type":"link"}