Mitch Anthony, Richard Wagner

From the Boiler Room to the Living Room

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

• Gebundenes Buch

Produktbeschreibung

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

Produktdetails

• Verlag: Wiley & Sons
• 1. Auflage
• Seitenzahl: 240
• Erscheinungstermin: 1. August 2008
• Englisch
• Abmessung: 235mm x 157mm x 18mm
• Gewicht: 422g
• ISBN-13: 9780470255094
• ISBN-10: 0470255099
• Artikelnr.: 23581563

Autorenporträt

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.

Inhaltsangabe

Foreword. Acknowledgments. Preface. PART I: INDUSTRY RESOULUTIONS. Chapter
1 If These Walls Could Talk. Chapter 2 Speedometers and Odometers. Chapter
3 The Warring Hand. 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 Wealth Care. Chapter 8
The New Frontier: Getting to the Right Side of the Advisory Business. PART
II: LIFE RESOULUTIONS. Chapter 9 Permanent Reference Points: How the
Financial Blueprint Is Formed. Chapter 10 How We Measure Money. Chapter 11
Spinning Out of Control. Chapter 12 Protecting Your Clients from Half
fluence. Chapter 13 The End of Retirement as We Know It. Chapter 14 What Do
Your Clients Want Their Money to Do? PART III: DIALOGUE RESOULUTIONS 143
Chapter 15 The History Dialogue: Finding Your Clients' Future in Their
Past. Chapter 16 Goals Are Overrated. Chapter 17 Funding "Single Moments."
Chapter 18 The Parental Pension. Chapter 19 By the Side of the Road:
Dealing with the Big "What If . . ." Chapter 20 A 100 Percent Certainty.
Chapter 21 The New Venture Philanthropy Dialogue. Bibliography. Index.