The Enduring Advisory Firm

How to Serve Your Clients More Effectively and Operate More Efficiently

Business & Finance, Finance & Investing, Finance
Cover of the book The Enduring Advisory Firm by Mark C. Tibergien, Kimberly G. Dellarocca, Wiley
View on Amazon View on AbeBooks View on Kobo View on B.Depository View on eBay View on Walmart
Author: Mark C. Tibergien, Kimberly G. Dellarocca ISBN: 9781119108795
Publisher: Wiley Publication: November 3, 2016
Imprint: Wiley Language: English
Author: Mark C. Tibergien, Kimberly G. Dellarocca
ISBN: 9781119108795
Publisher: Wiley
Publication: November 3, 2016
Imprint: Wiley
Language: English

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. 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. 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 academic home that offers opportunities for conducting and publishing new research that adds to the financial planning body of knowledge. Learn more at www.CenterforFinancialPlanning.org.

View on Amazon View on AbeBooks View on Kobo View on B.Depository View on eBay View on Walmart

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. 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.

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. 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 academic home that offers opportunities for conducting and publishing new research that adds to the financial planning body of knowledge. Learn more at www.CenterforFinancialPlanning.org.

More books from Wiley

Cover of the book The New Edge in Knowledge by Mark C. Tibergien, Kimberly G. Dellarocca
Cover of the book Palladium-Catalyzed Coupling Reactions by Mark C. Tibergien, Kimberly G. Dellarocca
Cover of the book Fit Pregnancy For Dummies?, Mini Edition by Mark C. Tibergien, Kimberly G. Dellarocca
Cover of the book How to Manage Your GP Practice by Mark C. Tibergien, Kimberly G. Dellarocca
Cover of the book Nations and Nationalism in a Global Era by Mark C. Tibergien, Kimberly G. Dellarocca
Cover of the book Empfehlungen des Arbeitskreises "Baugruben" (EAB) by Mark C. Tibergien, Kimberly G. Dellarocca
Cover of the book Social Work Fields of Practice by Mark C. Tibergien, Kimberly G. Dellarocca
Cover of the book RNA Regulation, 2 Volume Set by Mark C. Tibergien, Kimberly G. Dellarocca
Cover of the book Cross Section and Experimental Data Analysis Using EViews by Mark C. Tibergien, Kimberly G. Dellarocca
Cover of the book Pancreatic Cancer, Cystic Neoplasms and Endocrine Tumors by Mark C. Tibergien, Kimberly G. Dellarocca
Cover of the book Investigative Ethics by Mark C. Tibergien, Kimberly G. Dellarocca
Cover of the book Modern Spectroscopy by Mark C. Tibergien, Kimberly G. Dellarocca
Cover of the book Computational Pharmaceutics by Mark C. Tibergien, Kimberly G. Dellarocca
Cover of the book The Perfect Portfolio by Mark C. Tibergien, Kimberly G. Dellarocca
Cover of the book In Extremis Leadership by Mark C. Tibergien, Kimberly G. Dellarocca
We use our own "cookies" and third party cookies to improve services and to see statistical information. By using this website, you agree to our Privacy Policy