From the Boiler Room to the Living Room
eBook - ePub

From the Boiler Room to the Living Room

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

  1. English
  2. ePUB (mobile friendly)
  3. Available on iOS & Android
eBook - ePub

From the Boiler Room to the Living Room

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

Book details
Table of contents
Citations

About This Book

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.

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Yes, you can access From the Boiler Room to the Living Room by Mitch Anthony, Richard Wagner in PDF and/or ePUB format, as well as other popular books in Personal Development & Personal Finance. We have over one million books available in our catalogue for you to explore.

Information

Publisher
Wiley
Year
2008
ISBN
9780470432440
Edition
1
Topic
Personal Development
Subtopic
Personal Finance

Table of contents

  1. Title Page
  2. Copyright Page
  3. Dedication
  4. Foreword
  5. Acknowledgements
  6. Preface
  7. PART I - INDUSTRY RESOULUTIONS
  8. PART II - LIFE RESOULUTIONS
  9. PART III - DIALOGUE RESOULUTIONS
  10. Bibliography
  11. Index