Book description
A guide for financial advisors who are ready to embrace new opportunitiesThe Enduring Advisory Firm is a book for the forward-thinking financial advisor. Financial advisement is traditionally a hands-on field, so few in the industry feel threatened by the shifting social and technological landscape. 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. Today's smart practice managers are focusing on emerging topics like the needs and expectations of the Millennial generation, mobile and interactive technologies, and growth planning. Responding thoughtfully to these trends, with the help of this book, could propel your financial advising business toward a more successful future.
- In-depth discussion of trends and forces that you can harness to reshape your financial advisement business
- Case studies and examples showing how to navigate the most difficult business decisions
- Innovative ideas for process improvement, more fruitful client interactions, and sustainable growth
- Tips and insight for attracting Millennial clients and talent by leveraging new technologies
The Enduring Advisory Firm will inspire financial advisors, managers, and executives to branch out in ways that will lead to measurable growth. With a newfound focus on the evolution of your business, you might be surprised at where change takes you.
Table of contents
- Acknowledgments
- Preface
- Part I: The State of the Advisory Business
- Part II: The Role of Demographics and the Ability to Grow
- Part III: Bringing Change to Your Practice
- Index
- EULA
Product information
- Title: The Enduring Advisory Firm
- Author(s):
- Release date: November 2016
- Publisher(s): Wiley
- ISBN: 9781119108764
You might also like
book
Advisory Leadership: Using the Seven Steps of Heart Culture to Create Lasting Success for Any Wealth Management Firm
Thrive in a changing industry by putting your people first Advisory Leadership is a practical and …
book
The Transformational Leader
NATIONAL BESTSELLER Lead teams and organizations to unparalleled excellence through transformational leadership As we face a …
book
Business Research Reporting
Business Research Reporting addresses the essential activities of locating, collecting, evaluating, analyzing, interpreting, and reporting business …
book
Succession Planning for Financial Advisors: Building an Enduring Business, + Website
This book is going to challenge you and everything you think you know about succession planning. …