From the Boiler Room to the Living Room

Beschreibung

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.

Autor*in

Mitch Anthony

Themen in »From the Boiler Room to the Living Room«

Finance & Investments Finanz- u. Anlagewesen Finanzberatung Personal Finance / Financial Advising Private Finanzen / Beratung

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