From The Boiler Room To The Living Room: The Financial Services Revolution And What It Means To You And Your Clients

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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SKU: SONG0470255099
UPC: 9780470255094
Brand: Wiley
Condition: Used
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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 heathlyand financially successfulpractices 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, longterm client connectionsin other words, how to stop selling and start listening.

⚠️ WARNING (California Proposition 65):

This product may contain chemicals known to the State of California to cause cancer, birth defects, or other reproductive harm.

For more information, please visit www.P65Warnings.ca.gov.

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