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- 2001007550 contributor B8914821.
- 2001007550 contributor B8914822.
- 2001007550 created "c2002.".
- 2001007550 date "2002".
- 2001007550 date "c2002.".
- 2001007550 dateCopyrighted "c2002.".
- 2001007550 description "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.".
- 2001007550 description "Includes bibliographical references (p. 249-255) and index.".
- 2001007550 extent "viii, 263 p. :".
- 2001007550 identifier "0793149541 (6x9 hdbk)".
- 2001007550 issued "2002".
- 2001007550 issued "c2002.".
- 2001007550 language "eng".
- 2001007550 publisher "Chicago, IL : Dearborn Trade,".
- 2001007550 subject "332.024 21".
- 2001007550 subject "Financial planners.".
- 2001007550 subject "HG179.5 .A58 2002".
- 2001007550 subject "Investment advisors.".
- 2001007550 tableOfContents "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.".
- 2001007550 title "Your clients for life : the definitive guide to becoming a successful financial life planner / Mitch Anthony ; with contributions by Barry LaValley and Carol Anderson.".
- 2001007550 type "text".