Values-Based Financial Planning
The art of creating an inspiring financial strategy
2002
A book by
Bill Bachrach
Your first interaction with individuals who are referred to you by your Ideal Clients should be one of service. That is a commitment you make to your Ideal Clients and one you must honor. TheValues-Based Financial Planning book is offered as part of a gift from you and your Ideal Clients to their Referrals. Your service comprises the other part of the gift.
Values-Based Financial Planning provides a framework within which you can offer valuable insight into the Financial Planning process. This will help the referred parties make better informed decisions as to whether they want to do-it-themselves, collaborate with other Financial Professionals or, more often than not, delegate those responsibilities to a Trusted Advisor like you. By touching their lives in a meaningful way, you have the opportunity to earn their trust and interest – and even if they choose to go a different direction, you will have provided value to friends, family members or associates of your Ideal Clients.
RRP $29.95
This book is in BRAND NEW and in very good condition*. No obvious damage to the cover. No missing or damaged pages, no creases or tears, and no underlining/highlighting of text or writing in the margins. Very minimal wear and tear.
*We do our best to give you a fair and as accurate as possible description. All our books are pre-loved (unless stated otherwise) and will show signs of use and/or wear. POSTAGE DETAILS
This book weighs 468g.
We use Australia Post parcel post satchels to mail anywhere in
Australia for a fixed price. We use the
500g Standard (Red) Parcel Post Satchel for purchases of books under 500g and
the 3kg Express Post Satchel for larger books and multiple purchases. We encourage your selection of the 500g
Express Post Satchel for the added security of parcel tracking.
The 500g satchel costs $6.00 and holds 1-2 standard sized
paperbacks. The 500g Express Post
satchel costs $8.40. The 3kg Express
Post satchel costs $11.70 and holds up to 8 standard sized paperbacks and
comes with the added protection of a tracking number.
Please
note - If and where available I do prefer to send items via courier for the added
door to door protection. If the service is available I will do so at no
additional charge to you and your item is signed for on delivery (guaranteed)!
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of charge.
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payment. The delivery time may increase during the holiday season.
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accept any responsibility for loss or damage which occurs during
shipping. I will gladly arrange for Registered Mail for an
additional cost please email me for quotation.
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