The enduring advisory firm : how to serve your clients more effectively and operate more efficiently /

A guide for financial advisors who are ready to embrace new opportunities The 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...

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Detalles Bibliográficos
Clasificación:Libro Electrónico
Autores principales: Tibergien, Mark C., 1952- (Autor), Dellarocca, Kimberly G. (Autor)
Formato: Electrónico eBook
Idioma:Inglés
Publicado: Hoboken, New Jersey : Wiley, [2016]
Colección:Bloomberg financial series.
Temas:
Financial planning industry.
Financial planners.
Finance, Personal.
Planification financière personnelle.
Planificateurs financiers.
BUSINESS & ECONOMICS > Finance > General.
BUSINESS & ECONOMICS > Finance.
Finance, Personal
Financial planners
Financial planning industry
Acceso en línea:Texto completo
Tabla de Contenidos:
  • The State of the Advisory Business. Key Business Trends
  • What Business are You In?
  • The Role of Demographics and the Ability to Grow. A New Paradigm for Relating and Growing Relationships
  • The Mature Client
  • The Baby Boomers
  • The Generation X Client
  • Millennials
  • Generation Z and Beyond
  • Investing Women
  • Bringing Change to Your Practice. Transforming from Practice to Business
  • Culture Wars
  • A Vision and Leader for the Future.

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