The Enduring Advisory Firm: How to Serve Your Clients More Effectively and Operate More Efficiently (Bloomberg Financial)
| Author | : | |
| Rating | : | 4.23 (909 Votes) |
| Asin | : | 1119108764 |
| Format Type | : | paperback |
| Number of Pages | : | 208 Pages |
| Publish Date | : | 2016-11-06 |
| Language | : | English |
DESCRIPTION:
Perfect for any advisor whether you're 25 or 55 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
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. The authors share their firsthand insights and extensive research to create in-depth profiles on the major types of clients seeking financial advice so you can better customize your approach to reach them in meaningful ways, anticipate their habits and preferences, and exceed their expectations. This practical tool enables you to: Gain research-based p
Financial advisement is traditionally a hands-on field, so few in the industry feel threatened by the shifting social and technological landscape. In addition to providing RIAs with guidelines to help them succeed, all of the proceeds from this book will support the CFP Board Center for Financial Planning, a national initiative to create a more diverse and financial planning profession so that every American has access to competent and ethical financial planning advice. The Center brings together CFP® professionals, firms, educators, researchers and experts to address profession-wide challenges in the areas of diversity and workforce development, and to build an academi
TIBERGIEN is CEO of Pershing Advisor Solutions, a BNY Mellon company. Kim is invited to speak internationally and her views have been quoted more than 100 times in industry and mainstream publications, including The New York Times, Bloomberg, The Financial Times, Wall Street Journal, and USA Today.. MARK C. DELLAROCCA is managing director, BNY Mellon. A regular column