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" Your clients for life : "
Mitch Anthony ; with contributions by Barry LaValley and Carol Anderson.
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BL
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| Record Number
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963871
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| Doc. No
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b718241
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| Main Entry
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Anthony, Mitch.
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| Title & Author
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Your clients for life : : the definitive guide to becoming a successful financial life planner /\ Mitch Anthony ; with contributions by Barry LaValley and Carol Anderson.
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| Publication Statement
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Chicago, IL :: Dearborn Trade,, ©2002.
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| Page. NO
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viii, 263 pages :: illustrations ;; 24 cm
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| ISBN
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0793149541
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: 9780793149544
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| Bibliographies/Indexes
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Includes bibliographical references (pages 249-255) and index.
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| Contents
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Financial life planning : merging money and life -- Moving from transaction to transition -- Necessary skills for the new partnership -- Forming the new partnership : a business transition story -- Questions about life -- Using the life transition survey -- The intuitive advisor -- Raising your value in the eyes of the client -- The meaning of money -- The paradox of plenty -- Working it out : the role and significance of work in our life -- Redefining today's retirement -- Designing your life in retirement -- Offering guidance in times of career & retirement transition -- Leaving a legacy -- The new philanthropy -- Building a resource and referral network -- Addressing financial intelligence -- Recognition of personal financial issues -- Resilience : being prepared for the storms of life -- Resourcefulness : making the most of the money that you have -- Relationships that affect personal wealth -- Wisdom : putting money in its proper perspective -- Continuing the education process.
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| Subject
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Financial planners.
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Investment advisors.
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Financial planners.
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Investment advisors.
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| Dewey Classification
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332.024
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| LC Classification
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HG179.5.A58 2002
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| Added Entry
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Anderson, Carol.
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LaValley, Barry.
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