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.
OBNB doesn't sell books, but you may be able to find a copy at one of these websites:
Your clients for life : the definitive guide to becoming a successful financial life planner by Mitch Anthony. ISBN 0793149541. Published by Dearborn in 2002. Publication and catalogue information, links to buy online and reader comments.
