Your Clients for Life : The Definitive Guide to Becoming a Successful Financial Planner

Rating:
Summary: Ultimately Disappointing
Review: I was priviledged to get an advance copy of Mitch's book. What a great find! Everyone in the industry is always talking about "life planning" but few have given us a good picture of what it should be. Mitch does that. In today's volatile investing world, those advisers who stick strictly to managing assets will find more problems keeping clients and manging their expectations. Using the techniques offered in life planning, you have a good chance at keeping your clients for life. This book is a keeper.

Rating:
Summary: Get MItch's Book!
Review: I was priviledged to get an advance copy of Mitch's book. What a great find! Everyone in the industry is always talking about "life planning" but few have given us a good picture of what it should be. Mitch does that. In today's volatile investing world, those advisers who stick strictly to managing assets will find more problems keeping clients and manging their expectations. Using the techniques offered in life planning, you have a good chance at keeping your clients for life. This book is a keeper.

Rating:
Summary: Ultimately Disappointing
Review: Mitch Anthony missed the mark with this book. It seems rushed. The book starts off very strong but ultimately disappoints. The biggest problem is that Mitch, who is an excellent speaker and communicator, doesn't tell us how to implement "life planning". Perhaps this is because this is a new field with few proven models. It is not the Definitive Guide to Becomming a Life Planner that the subtitle claims. Mitch, I know you can do better. Forget the deadlines and create a work from your heart. That is what life planning is really all about.