More Than Money e-bog
108,68 DKK
(inkl. moms 135,85 DKK)
Despite an expansive array of financial planning tools, advice, and gurus, putting real financial planning into practice is deeply personaland incredibly difficult.<i>More Than Money: Real-Life Stories of Financial Planning</i> is a collection of surprising and inspiring true stories that reveal how real clients applied financial planning to derive tangible results that changed thei...
E-bog
108,68 DKK
Forlag
Harriman House
Udgivet
21 marts 2023
Genrer
Investment and securities
Sprog
English
Format
epub
Beskyttelse
LCP
ISBN
9780857199911
Despite an expansive array of financial planning tools, advice, and gurus, putting real financial planning into practice is deeply personaland incredibly difficult.<i>More Than Money: Real-Life Stories of Financial Planning</i> is a collection of surprising and inspiring true stories that reveal how real clients applied financial planning to derive tangible results that changed their lives.These stories by award-winning financial advisors feature people from all walks of lifeyoung and old, those in debt and those with great wealthand a wide variety of situations, from designing a desired lifestyle to dealing with catastrophe. They show how well-thought-out, personalized, and high-touch financial planning can truly impact lives for the better.These leaders in a growing industry remind us that financial planning is more than dollars and centsit is about resourcing dreams and improving lives in the near-term and beyond.Financial planning is <i>More Than Money</i>.Contributions from: Elliott Appel, Michael H. Baker, Vincent R. Barbera, Jordan Benold, Todd Bessey, Todd A. Bryant, Marguerita Cheng, Kevin D. Christensen, Christopher Clepp, Cathy Curtis, Shanna Due, Jessica L. Fahrenholz, Brett K. Fellows, Matt Fizell, Steven Fox, Melissa Joy, Michael Kelly, David Kuzma, Douglas M. Lynch, Kevin Mahoney, Andrew Martz, Stephanie W. McCullough, Dana J. Menard, Amar Pandit, Matthew G. Ricks, Jeffrey J. Smith, Nicola Tomlin, Simon A. Tryzna.