From the Boiler Room to the Living Room
The Financial Services Revolution and What it Means to You and Your Clients
(Sprache: Englisch)
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...
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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.
Klappentext zu „From the Boiler Room to the Living Room “
Praise for From the Boiler Room to the Living Room"Only Mitch Anthony could put such context around our job as advisors. Read this book and I promise you will walk away with more 'ah-ha's' than any other one you've read. It will change the way you work with your clients forever. From the Boiler Room to the Living Room is a powerful book."
--Deena B. Katz, CFP(r)Associate Professor, Texas Tech University
"Can transactional brokers become comprehensive financial advisors? Billions of dollars ride on the answer to that question, and Mitch Anthony provides an answer--and a road map. His latest book will be invaluable to financial professionals who want to make a difference in their clients' lives, as well as insure their own professional success."
--Evan CooperSenior Managing Editor, InvestmentNews
"This book is a must-read for financial advisors who understand that puttingthe clients' interests first is also good business. From the Boiler Room to theLiving Room will help to change the financial services industry to the financial planning profession."
--Roy Diliberto, CFP Past president of the Financial Planning Association and author of Financial Planning: The Next Step
"The future belongs to the fee-based, right-brained advisor who brings wisdom and knowledge into holistic conversations with clients who are wrestling withmajor anticipated or unanticipated life transitions. Mitch deftly describes theessence of planning beyond money. What clients value and what they prefer are meaningful discussions surrounding purpose-driven net worth, i.e., solutions that support, sustain, and nourish their three most important assets--their mind, their body, and their soul."
--Lewis J. Walker, CFP President, Life Transitions Advisors, LLC
Inhaltsverzeichnis zu „From the Boiler Room to the Living Room “
ForewordAcknowledgements
Preface
Part I. Industry SOULutions
Chapter 1. If These Walls Could Talk
Chapter 2. The Warring Hand
Chapter 3. Speedometers and Odometers
Chapter 4. I'm a Numbers Guy
Chapter 5. A New Level of Integrity: Beyond Disclosure
Chapter 6. A New Value Proposition
Chapter 7. A New Standard for Practice: Practicing World-Class Wealthcare
Chapter 8. The New Frontier: Getting to the Right Side of the Advisory Business
Part II. Life SOULutions
Chapter 9. Permanent Reference Points
Chapter 10. How We Measure Money
Chapter 11. Spinning Out Of Control
Chapter 12. Protecting Clients from 'Halfluence'
Chapter 13. The End of Retirement As We Know It
Chapter14. What We Want Our Money to Do
Part III. Dialogue SOULutions
Chapter 15. Emotional Archeology: Your Future Success is Buried in the Past
Chapter 16. Goals are Overrated
Chapter 17. Funding Single Moments
Chapter 18. The Parental Pension-Honoring our mothers and fathers
Chapter 19. By the Side of the Road: Dealing with a big "what if"
Chapter 20. A 100% Certainty
Chapter 21. Venture Philanthropy: What to do with 'significant money'
Bibliography
Index
Autoren-Porträt von Mitch Anthony, Richard Wagner
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.
Bibliographische Angaben
- Autoren: Mitch Anthony , Richard Wagner
- 2008, 1. Auflage, 240 Seiten, Maße: 15,2 x 23,8 cm, Gebunden, Englisch
- Verlag: Wiley & Sons
- ISBN-10: 0470255099
- ISBN-13: 9780470255094
- Erscheinungsdatum: 22.09.2008
Sprache:
Englisch
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