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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

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Éditeur :

Wiley


Paru le : 2008-09-22



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Description
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.
Pages
240 pages
Collection
n.c
Parution
2008-09-22
Marque
Wiley
EAN papier
9780470255094
EAN PDF
9780470378441
Informations sur l'ebook
Nombre pages copiables
0
Nombre pages imprimables
240
Taille du fichier
1290 Ko
Ce livre est accessible aux handicaps Voir les informations sur l'accessibilité
Prix
45,05 €
EAN EPUB
9780470432440
Informations sur l'ebook
Nombre pages copiables
0
Nombre pages imprimables
240
Taille du fichier
942 Ko
Ce livre est accessible aux handicaps Voir les informations sur l'accessibilité
Prix
45,05 €

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