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    1. Ekonomi och Ledarskap
    2. Industrier och branscher
    3. Servicesektorn

    From the Boiler Room to the Living Room

    The Financial Services Revolution and What it Means to You and Your Clients

    AvMitch Anthony,Richard Wagner

    Inbunden, Engelska, 2008

    521 kr

    Beställningsvara. Skickas inom 3-6 vardagar. Fri frakt över 249 kr.

    Beskrivning

    Author Mitch Anthony has been recognized as the voice of conscience for the financial services industry. For more than a decade, he has shown advisors how building authentic, genuine relationships can serve clients' best interests and build heathly—and financially successful—practices at the same time. In From the Boiler Room to the Living Room, Mitch examines where the financial services industry has failed in the past, and what it needs to do to restore trust at both the individual and industry levels. He teaches readers how to better understand the emotional significance of the money that clients entrust to their advisors and the struggles they face as they attempt to get "more life for their money." The book also discusses why venture philosophy, funding single moments, and rethinking one's purpose in life is more important to clients than net worth or asset allocation. Finally, it discusses how to develop dialogues that forge meaningful, long-term client connections—in other words, how to stop selling and start listening.

    Produktinformation

    • Utgivningsdatum:2008-09-12
    • Mått:160 x 236 x 23 mm
    • Vikt:408 g
    • Format:Inbunden
    • Språk:Engelska
    • Antal sidor:240
    • Förlag:John Wiley & Sons Inc
    • ISBN:9780470255094

    Utforska kategorier

    • Servicesektorn inom Ekonomi och Ledarskap
    • Finansiering inom Ekonomi och Ledarskap

    Mer om författaren

    MITCH ANTHONY is the founder and President of MitchAnthony.com, whose companies include Advisor Insights Inc. and The Financial Life Planning Institute. He also writes and hosts the syndicated radio feature The Daily Dose, and is a regular contributor to Research, Financial Advisor, and Bank Advisor magazines. Anthony was named one of the financial service industry's top "Movers & Shakers" by Financial Planning magazine. He is also coauthor of Storyselling for Financial Advisors and author of The New Retirementality (Wiley), now in its third edition. Visit www.MitchAnthony.com for more information.

    Innehållsförteckning

    • Foreword ixAcknowledgments xvPreface xviiPart I Industry Resoulutions 1Chapter 1 If These Walls Could Talk 3Chapter 2 Speedometers and Odometers 13Chapter 3 The Warring Hand 21Chapter 4 I’m a Numbers Guy 29Chapter 5 A New Level of Integrity Beyond Disclosure 39Chapter 6 A New Value Proposition 49Chapter 7 A New Standard for Practice: Practicing World-Class Wealth Care 59Chapter 8 The New Frontier: Getting to the Right Side of the Advisory Business 69Part II Life Resoulutions 81Chapter 9 Permanent Reference Points: How the Financial Blueprint is Formed 83Chapter 10 How We Measure Money 91Chapter 11 Spinning Out of Control 101Chapter 12 Protecting Your Clients from Half fluence 111Chapter 13 The End of Retirement as We Know It 121Chapter 14 What Do Your Clients Want Their Money to Do? 133Part III Dialogue Resoulutions 143Chapter 15 The History Dialogue: Finding Your Clients’ Future in Their Past 145Chapter 16 Goals Are Overrated 155Chapter 17 Funding “Single Moments” 163Chapter 18 The Parental Pension 171Chapter 19 By the Side of the Road: Dealing with the Big “What If . . .” 179Chapter 20 A 100 Percent Certainty 189Chapter 21 The New Venture Philanthropy Dialogue 197Bibliography 207Index 211