The Enduring Advisory Firm: How to Serve Your Clients More Effectively and Operate More Efficiently (Bloomberg Financial)
| Author | : | |
| Rating | : | 4.53 (556 Votes) |
| Asin | : | 1119108764 |
| Format Type | : | paperback |
| Number of Pages | : | 208 Pages |
| Publish Date | : | 2017-06-23 |
| Language | : | English |
DESCRIPTION:
In this book, Mark Tibergien—routinely named one of the most influential people in the financial services world—and Kim Dellarocca make a compelling case for taking a closer look at technology and other big-deal industry trends in order to move the business of financial advice into the next stage of its evolution.Combining a facts-based approach with case studies and examples from the field, The Enduring Advisory Firm will ignite your imagination by demonstrating practical strategies for attracting clients and streamlining operations. With a newfound focus on the evolution of your business, you might be surprised at where change takes you. Today's smart practice managers are focusing on emerging topics like the needs and expectations of the Millennial generation, mobile and interactive technologies, and
TIBERGIEN is CEO of Pershing Advisor Solutions, a BNY Mellon company. DELLAROCCA is managing director, BNY Mellon. A regular columnist for Investment Advisor magazine, he is the author of Practice Made Perfect, How to Value, Buy, or Sell a Financial Advisory Practice, and Practice Made (More) Perfect.KIM G. In addition to her global marketing leadership role, Kim directs one of
"Perfect for any advisor whether you're 25 or 55" according to USCJeepLife. So I'm a fairly young advisor and have been in the business awhile now. I've read so many books on prospecting and framing and closing, you name it. Long story short, I've still had trouble getting through to prospects and some of my referrals have been skeptical as well. This book has honed in on generational biases and what you can do about it as well as little things I've overlooked or never
The combined expertise of this book's remarkable authorial team shines through on every page as they lay out a road map of tangible actions to take in order to ensure your financial advisory firm stands out from the competition and achieves its unique goals for success. . From the Inside FlapThe largest risk to the financial advisory industry isn't percolating in Silicon Valley—it's the false confidence financial advisors, managers, and executives have in the sustainable success of their current business models. The Enduring Advisory Firm provides detailed guidance for making the strategic adjustments t