| 商家名称 | 信用等级 | 购买信息 | 订购本书 |
 |
 |
From the Boiler Room to the Living Room: The Financial Services Revolution and W |  |
 |
|
From the Boiler Room to the Living Room: The Financial Services Revolution and W | |
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.
作者简介 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.
专业书评 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????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 Cooper Senior Managing Editor, InvestmentNews
"This book is a must-read for financial advisors who understand that putting the clients' interests first is also good business. From the Boiler Room to the Living 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 with major anticipated or unanticipated life transitions. Mitch deftly describes the essence 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
