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Financial Planning

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  1. The Client Connection: How Advisors Can Build Bridges That Last

    The Client Connection: How Advisors Can Build Bridges That Last

    $70.00

    Every financial advisor knows the difficulty of working with clients who are struggling with anxieties, conflicts, fantasies, and fears. With wit and insight, The Client Connection explores psychological issues that financial advisors, attorneys, accounting and insurance professionals, and therapists are likely to encounter.

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  2. The Cutting Edge In Financial Services

    The Cutting Edge In Financial Services

    $39.99

    Financial Planning expert Bob Veres guides the reader through the wide range of issues facing financial planners today.  With hundreds of unique strategies to help you increase profits and client satisfaction, there is something for the aspiring new planner and the seasoned pro alike.

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  3. Facilitating Financial Health: Tools for Financial Planners, Coaches, and Therapists

    Facilitating Financial Health: Tools for Financial Planners, Coaches, and Therapists

    Starting at: $78.00

    This guide presents a new model for helping clients achieve balanced and healthy financial lives-called integrated financial planning. It combines the interior, emotional aspects of finance with exterior financial knowledge and provides the advisor with an expanded set of tools for working with clients to create and maintain financial health. Learn More

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