Building Value in the Investor-Advisor Relationship
De som köpt den här boken har ofta också köpt The 48 Laws of Power av Robert Greene (häftad).
Köp båda 2 för 578 krLeverage the financial services evolution to maximize your firm's value The Essential Advisor presents an insightful handbook for advisors looking to navigate the changing face of financial services. The industry is evolving, consumers are evolvin...
An insightful look at leadership transition from the successor's perspective Success and Succession examines the leadership transition process from the successor's point of view, and outlines the considerations and strategies that lead t...
BILL CRAGER is the president and cofounder of Envestnet, where he leads platform, product, and marketing strategy. He has been a driving force behind the firm's sixteen-year rise to be the leading managed solutions service provider in terms of total platform assets and financial advisors served. JAY HUMMEL is managing director, Strategic Initia-tives and Thought Leadership at Envestnet. Hummel leads the firm's advisor training, consulting, and content development activities. Prior to joining Envestnet, he was the president and COO of a large RIA based in Cincinnati, Ohio.
Foreword by Jean Chatzky ix Preface xiii Acknowledgments xv Chapter 1 The Evolution of Financial Advice 1 Chapter 2 The Evolution of Complexity 19 Chapter 3 The Digital Divide: Napster or Amazon? 43 Chapter 4 The Pillars of Value 57 Chapter 5 Communicating the Essential 75 Chapter 6 Building the Essential Relationship: Who Are You Going to Call? 109 Chapter 7 Success in the Digital Revolution 127 Chapter 8 Maximizing Value 145 Chapter 9 Finding the Essential Advisor 167 The Last Word by Jud Bergman 179 About the Interviewees 185 About the Authors 193 About the Contributors 195 Index 197