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

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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 ix
Acknowledgments xv
Preface xvii
Part I Industry Resoulutions 1
Chapter 1 If These Walls Could Talk 3
Chapter 2 Speedometers and Odometers 13
Chapter 3 The Warring Hand 21
Chapter 4 I'm a Numbers Guy 29
Chapter 5 A New Level of Integrity Beyond Disclosure 39
Chapter 6 A New Value Proposition 49
Chapter 7 A New Standard for Practice: Practicing World-Class Wealth Care
59
Chapter 8 The New Frontier: Getting to the Right Side of the Advisory
Business 69
Part II Life Resoulutions 81
Chapter 9 Permanent Reference Points: How the Financial Blueprint is Formed
83
Chapter 10 How We Measure Money 91
Chapter 11 Spinning Out of Control 101
Chapter 12 Protecting Your Clients from Half fluence 111
Chapter 13 The End of Retirement as We Know It 121
Chapter 14 What Do Your Clients Want Their Money to Do? 133
Part III Dialogue Resoulutions 143
Chapter 15 The History Dialogue: Finding Your Clients' Future in Their Past
145
Chapter 16 Goals Are Overrated 155
Chapter 17 Funding "Single Moments" 163
Chapter 18 The Parental Pension 171
Chapter 19 By the Side of the Road: Dealing with the Big "What If . . ."
179
Chapter 20 A 100 Percent Certainty 189
Chapter 21 The New Venture Philanthropy Dialogue 197
Bibliography 207
Index 211