From the Boiler Room to the Living Room (eBook)

The Financial Services Revolution and What it Means to You and Your Clients
Artikelnummer: 978-0-470-43244-0
Einband: Adobe Digital Editions
Verfügbarkeit: Download, sofort verfügbar (Link per E-Mail)
CHF 31.00
decrease increase

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.

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.

Schreiben Sie Ihre eigene Bewertung
  • Nur registrierte Benutzer können Produkte bewerten
*
*
Schlecht
Sehr gut
*
*
*
*
VerlagJohn Wiley & Sons
EinbandAdobe Digital Editions
Erscheinungsjahr2008
Seitenangabe240 S.
AusgabekennzeichenEnglisch
Masse938 KB
Auflage08001 A. 1. Auflage
PlattformEPUB
AutorAnthony, Mitch / Wagner, Richard

Über den Autor Mitch Anthony

MITCH ANTHONY is the co-founder of www.LifeCenteredPlanners.com and ROLAdvisor.com, both global communities of life centered financial planners. He is the author of 18 books and a widely sought-after trainer, consultant, and educator on the topics of financial planning and relationship development. PAUL ARMSON is the co-founder of www.LifeCenteredPlanners.com and the founder of www.InspiringAdvisers.co.uk and the Lifestyle Financial Planning 7 Step Success System, a proven online training program that helps any advisor, anywhere deliver life-changing life centered financial planning.

Weitere Titel von Mitch Anthony

Produktbewertungen
Nur registrierte Benutzer können Produkte bewerten