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From the Boiler Room to the Living Room

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

Wiley, J,
E-Book ( EPUB mit Adobe DRM )
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Kurzbeschreibung

Author Mitch Anthony has been recognized as the voice of consciencefor the financial services industry. For more than a decade, he hasshown advisors how building authentic, genuine relationships canserve clients' best interests and build heathly--andfinancially successful--practices at the same time.
In From the Boiler Room to the Living Room, Mitchexamines where the financial services industry has failed in thepast, and what it needs to do to restore trust at both theindividual and industry levels. He teaches readers how to betterunderstand the emotional significance of the money that clientsentrust to their advisors and the struggles they face as theyattempt to get "more life for their money." The book also discusseswhy venture philosophy, funding single moments, and rethinkingone's purpose in life is more important to clients than net worthor asset allocation. Finally, it discusses how to develop dialoguesthat forge meaningful, long-term client connections--in otherwords, how to stop selling and start listening.

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Titel: From the Boiler Room to the Living Room
Autoren/Herausgeber: Mitch Anthony, Richard Wagner
Ausgabe: 1. Auflage

ISBN/EAN: 9780470432440

Seitenzahl: 240
Produktform: E-Book
Sprache: Englisch

Mitch Anthony is the founder and President ofMitchAnthony.com, whose companies include Advisor Insights Inc. andThe Financial Life Planning Institute. He also writes and hosts thesyndicated radio feature The Daily Dose, and is a regularcontributor to Research, Financial Advisor, and Bank Advisormagazines. Anthony was named one of the financial serviceindustry's top "Movers & Shakers" by Financial Planningmagazine. He is also coauthor of Storyselling for FinancialAdvisors and author of The New Retirementality (Wiley),now in its third edition.
Visit www.MitchAnthony.com for more information.

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