Weathering Financial Storms: Dynamic Mapping for Professional Planners
This edition is written for financial professionals who want to become great financial planners. In this context great doesn't mean amassing an enormous amount of AUM. I believe that the accumulation of AUM occurs when you are among the elite of planners. Your distinction will be your capacity and desire to elevate your clients' financial lives in three ways. They leave a legacy of time spent with their families educating their children on the management of valuable resources. They leave their heirs financially able to sustain themselves with dignity and self-esteem. Their thoughtful preparation of documents eliminates financial and medical impotence, quarreling, confusion, undue sadness and leaves clients in control of their end time. These three when taken together represent, in my mind the ethos of elite planners.

Simply put, your intent should be that your work will provide the next two generations of your clients with a head start on their own financial journeys.

In your hands is a lifetime of experience. You have the additional advantage of having its accompanying app, "Dynamic Map." Download and use DM with your clients to illustrate the principles contained in this book clearly, quickly, and often.
1141388959
Weathering Financial Storms: Dynamic Mapping for Professional Planners
This edition is written for financial professionals who want to become great financial planners. In this context great doesn't mean amassing an enormous amount of AUM. I believe that the accumulation of AUM occurs when you are among the elite of planners. Your distinction will be your capacity and desire to elevate your clients' financial lives in three ways. They leave a legacy of time spent with their families educating their children on the management of valuable resources. They leave their heirs financially able to sustain themselves with dignity and self-esteem. Their thoughtful preparation of documents eliminates financial and medical impotence, quarreling, confusion, undue sadness and leaves clients in control of their end time. These three when taken together represent, in my mind the ethos of elite planners.

Simply put, your intent should be that your work will provide the next two generations of your clients with a head start on their own financial journeys.

In your hands is a lifetime of experience. You have the additional advantage of having its accompanying app, "Dynamic Map." Download and use DM with your clients to illustrate the principles contained in this book clearly, quickly, and often.
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Weathering Financial Storms: Dynamic Mapping for Professional Planners

Weathering Financial Storms: Dynamic Mapping for Professional Planners

Weathering Financial Storms: Dynamic Mapping for Professional Planners

Weathering Financial Storms: Dynamic Mapping for Professional Planners

Overview

This edition is written for financial professionals who want to become great financial planners. In this context great doesn't mean amassing an enormous amount of AUM. I believe that the accumulation of AUM occurs when you are among the elite of planners. Your distinction will be your capacity and desire to elevate your clients' financial lives in three ways. They leave a legacy of time spent with their families educating their children on the management of valuable resources. They leave their heirs financially able to sustain themselves with dignity and self-esteem. Their thoughtful preparation of documents eliminates financial and medical impotence, quarreling, confusion, undue sadness and leaves clients in control of their end time. These three when taken together represent, in my mind the ethos of elite planners.

Simply put, your intent should be that your work will provide the next two generations of your clients with a head start on their own financial journeys.

In your hands is a lifetime of experience. You have the additional advantage of having its accompanying app, "Dynamic Map." Download and use DM with your clients to illustrate the principles contained in this book clearly, quickly, and often.

Product Details

ISBN-13: 9798765558058
Publisher: Barnes & Noble Press
Publication date: 03/16/2022
Edition description: Financial planning for professionals
Pages: 400
Product dimensions: 8.50(w) x 11.00(h) x 0.88(d)

About the Author

Mike was in the financial services business for over 30 years and was one of the earliest adopters of the CFP (Certified Financial Planner). Mike is the creator of the Dynamic Map financial planning method which is a more intuitive approach than the traditional “institutional” method. This method engages anyone in strategic discussions within minutes and is flexible enough to adapt quickly to our dynamic lives.

Today, Mike is the Director of Development for Real Intelligence LLC. Real Intelligence produces supporting technologies for the Dynamic Mapping method, including, but not limited to the "Dynamic Map" and "Whoosh! Primed for Retirement" mobile apps.
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