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 clientsa² 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 qmore life for their money.q The book also discusses why venture philosophy, funding single moments, and rethinking onea²s purpose in life is more important to clients than net worth or asset allocation. Finally, it discusses how to develop dialogues that forge meaningful, longaterm client connections in other words, how to stop selling and start listening.This trip would, in many ways, teach me about the large tapestry of life and the small pieces that make it beautiful. ... The latter group turned out to be an omen of what was to come at the Canadian border. ... I guess when border guards see a pickup truck with a four- wheeler in the bed pulling a U-Haul with guns galore inside they are on red ... Practical Approach to Merging Your Clientsa#39; Money with Their Lives, tell a story that helped me to realize the role a financial advisor can play inanbsp;...
|Title||:||From the Boiler Room to the Living Room|
|Publisher||:||John Wiley & Sons - 2008-08-25|